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Accepting/Rejecting changes for donations in Online Express
The default option is Online Express for bulk processing donations is to accept all changes. I think either the option to accept/change should be a pop-up, or it should be moved to the main screen you see in bulk processing instead of the tab.
In my month of using Online Express, there have been numerous times I have gone through linking each constituent and rejecting most changes and then completely forgetting to switch that option when I do bulk processing. With this, I have lost real phone number/address changes, and countless times have had to go back and edit constituents who have messed up their information.
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Guest
- Jun 16 2017
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I think this is the same experience I've been having. Why is it that when using bulk processing, constituent information is automatically updated based on what the donor has entered, even after I've linked constituents and chosen to reject certain updates. It doesn't make sense that a subsequent step in a process automatically voids a previous step.
Furthermore, the only workaround I was given was to process the records individually which is incredibly inefficient, especially for a large volume of gifts.
Yes, please! I have messed up records in my database because this is on a whole separate tab and I auto-clicked to process without changing that option.