|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.
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?
Product Manager - Omatic Cloud
I'll have to check with Donor Services as to what the current process is. I'll circle back with more info.