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Gifts from organizations should import address onto Org record, not Individual's

Currently, when a gift is received through Online Express from an Organization, the billing address is coming on the contact individual's record, but the Organization record is left with no address. When you click into the two records - the individual's record has the billing address listed as the home address, and the Organization record address type is Business but it is blank.

The manual fix is very cumbersome - you have to process the batch, making note of the organization records, and then manually fixing the addresses each time. If the donor specifies the gift is from an organization, the address should be for the org. and the tax receipt should go to the org. All of this should happen automatically within the donation form/online express portal/batch import.

Vanessa Forse
Apr 25 2018

Donation Forms

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Gifts from organizations should import address onto Org record, not Individual's

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