I have tested the first configuration profile for automating tributing of deceased constituents in Raiser's Edge. I got the first pass to work correctly.
When I went to run the second pass it wanted to create a batch. We don't want it to create a batch at this stage. Here is what we want:
1st pass creates gifts on donor constituents
2nd pass creates gifts on fundraiser constituents
3rd pass tributes gifts through fundraisers (using a dictionary that I've created) and generates a batch
[Previously:
1st pass creates gifts on donor constituents
2nd pass creates gifts on fundraiser constituents and generates a batch]
Which part of the profile is it that forces the import to generate a batch?
Kathy Wallwork
I have tested the first configuration profile for automating tributing of deceased constituents in Raiser's Edge. I got the first pass to work correctly.
When I went to run the second pass it wanted to create a batch. We don't want it to create a batch at this stage. Here is what we want:
1st pass creates gifts on donor constituents
2nd pass creates gifts on fundraiser constituents
3rd pass tributes gifts through fundraisers (using a dictionary that I've created) and generates a batch
[Previously:
1st pass creates gifts on donor constituents
2nd pass creates gifts on fundraiser constituents and generates a batch]
Which part of the profile is it that forces the import to generate a batch?