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Formula type: Luminate TeamRaiser Registrations and Donations to BBCRM Constituent/Revenue

Currently, the  Luminate TeamRaiser Registrations & Donations to BBCRM Constituent/Revenue formula type pulls in all records based on Date Modified in Luminate Online. Many times, other record updates (i.e. donations completely independent of TeamRaiser registration) are made to the record that should not indicate a “new” registration. This idea is to improve this functionality to pull only from the date of registration and remain independent of record updates themselves, so as not to pull old records masked as new.



2 people like this idea

Hi Melisa,


This is a great suggestion! We will look into adding this capability and get back to you.


Best,

Kristen

Thanks so much!!

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