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rommel.ngo

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\uD83D\uDDD3 Date

01

\uD83D\uDC65 Participants

...

\uD83E\uDD45 Goals

  • Covering Account

  • Matching Gift

  • Spreadsheet

  • LL currency

  • fees

\uD83D\uDDE3 Discussion topics

Item

Notes

Ticket / Actions

1

Covering Account

  • use Affiliation object

  • tick Award Gift Credit tick box

  • Our scenario is more of Organisation account with soft crediting a particular contact

  • in UAT when we tested, it is forcing to give 100% LC in SmartBatch before batch can be closed.

  •  run a data integrity report to see how many organisations currently have legal credit on a contact?
  •  Test GRC on an org gift which shouldn’t force 100% LC in latest version
2

Matching Gifts

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⤴ Decisions

    View file
    nameSmart Batch 2.0 Part 1 and 2.docx
    View file
    nameGuide - Gift - Matching Gifts - NEW.pdf