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Include the Honor/Memorial constituent as an option for acknowledgee when linking OEX tribute gifts (not just that constituent's relationships)
OEX doesn't include an option like the 'Honor/Memorial is an acknowledgee' checkbox in RE when linking acknowledgees for Tribute gifts. Only relationships on the Honor/Memorial constituent's record are options. When we receive gifts in honor of a constituent and the donor gives the constituent's information for an acknowledgment, OEX automatically adds the constituent as a relationship on their own record. That means I have to go in and manually delete the relationship after the transaction has been transferred to RE, or leave an unnecessarily confusing relationship on the RE record for another staff member to find later.
Please consider either adding an option to acknowledge the Honor/Memorial constituent (without adding them as a relationship on their own record), or an option to use the acknowledgee information from the Honor/Memorial in RE instead of what was entered in OEX.
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Guest
- May 3 2017
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