Bulk Processing- Tribute and Organizational gifts

We would like the ability to handle each transaction/constituent linking separately but then bulk process to push all transaction to a batch at one time.  We have found when we do this that the choices we made for tributes and organizations do not stick and the system handles as if we accepted all of the plug-ins choices for constituent matching and creation.  Duplicate relationship records are than created causing additional clean-up.  I have also found that it will choose the auto-matched organization record and not the one that I had linked manually.  There needs to be a feature to bulk process and have it maintain the choices that were made or to at least filter these transactions to handle separately.
  • Deleted User
  • Jul 18 2016
  • Needs more votes
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