Welcome to Online Express Ideas!
Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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Allow Online Express to link to business records
When processing memberships in Online Express, only individual records can be searched/selected for transaction linking, so memberships cannot be processed under an organizational record. All new and renewed business memberships through Online Express have to be done manually at this time. Using "dummy" records and re-linking in the batch, as suggested by Blackbaud, does not work on renewed business memberships bc the previous membership information will not be present under the dummy record.
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Ashley Struble
- Apr 21 2017
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