Ability to push Credit Card Name. Credit Card type to RE
Canny AI
Merged in a post:
Pushing credit card type for the gift record on RE
Sweta Kumari
Gift sync should push the credit card type for the gifts and map to the accompanying field on RE.
Canny AI
Merged in a post:
Make Credit card type an exportable field in a report.
E
Elcaana James
There's a gap in syncing and batching of gifts from the giving Campaign to R/E. The credit card type is missing on the gift record.
Make Credit card type exportable field in a report.
Canny AI
Merged in a post:
Need ability to include payment method in gift sync
G
Ginu
We need to be able to accurately include the payment method (credit card/PayPal/Venmo) in the gift sync to Raiser's Edge, and for that information to be specified on the gift export instead of PayPal/Venmo only appearing blank.
We need this information in order to accurately report and track the source of the donation. Since gifts cannot be filtered in the dashboard based on this information, there is no way to bring this data into the gift in Raiser's Edge. If this was a data point we could filter on, we could then create separate gift lists based on each payment type and sync each separately.
Ideally, though, this information should be imported on the gift without even needing to specify it in the sync options. This is basic data tied to the transaction and should be automatically included without us needing to take extra steps to specify it.
Kanhai Shah
We have added credit card type to gift export file.
E
Elcaana James
Victoria A. Duclos
Kanhai Shah
Victoria A. Duclos While we look into this , would you please let us know what are the workflows where you will be using credit card type?
Sweta Kumari
Posting this on behalf of Victoria A. Duclos