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Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion.

Hi Omatic Team,

Formula type: TeamRaiser Registration and Donation to BBCRM Constituent/Revenue & Luminate TeamRaiser Donations to BBCRM Constituent Revenue
Request to have TeamRaiser revenue formulas mimic the same behavior as non-TeamRaiser formulas when it comes to revenue exclusion. Currently, we can exlucde "offline" gifts from coming over via our Revenue formula (type=Luminate DOnations to BBCRM Constituent/Revenue), but this behavior is not consistent with TeamRaiser revenue formulas. While we have safeguarded these from coming over to CRM, it would be more user-friendly to not see them in queue at all.

Thanks,

Melisa


Hi Melisa,


Can you tell us about your current workflow for how those offline gifts are excluded in the non-TeamRaiser revenue formulas today?


Where do your offline gifts to be excluded come from? (ex. a file, are offline gifts recorded in Luminate first, or perhaps another way?)


and, are the safeguards you are you using to exclude offline gifts in the TeamRaiser revenue formulas done within a system (Luminate or Omatic Cloud) or manually?


Thank you!

Chanel


Chanel Floyd

Product Manager - Omatic Cloud

Hi Chanel,


I'll have to check with Donor Services as to what the current process is. I'll circle back with more info.


Thanks!

Melisa

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