Flag gifts that are caught as suspect transactions in BBMS
M
Meghan Hickey
BBMS holds charges that are flagged as suspect, including gifts of $10,000 or greater, for us to approve before they complete the charge, but it appears as a normal gift in AlmaBase. Please consider adding some sort of flag for a gift that needs further action. Also, if we rejected the transaction and the donor was refunded in BBMS, would it be updated in AlmaBase?
G
Ginu
Thank you for posting, Meghan Hickey! I have a few more questions for you:
- What specific information would you like to see in the flag for suspect transactions in Almabase?
- How would you prefer to be notified about suspect transactions that require further action?
- Would you like any specific actions to be automated in Almabase when a transaction is rejected and refunded in BBMS?
M
Meghan Hickey
Ginu Thanks for the quick response! 1. I'd like to see either that BBMS has flagged it for a follow-up action or that it's suspect, my main goal is to make sure it's clear that we need to take an action in BBMS to confirm the gift before we import it to RE. 2. Ideally I'd get an email and see some unique identifier in the dashboard export. 3. The same actions that are automated when we manually refund gifts in BBMS.