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Notes

Ticket / Actions

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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.

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  •  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
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Matching Gifts

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