Online Data Review- Establish separate security access controls for the donation, event, and constituent form

Some organizations may not be ready to manage event registrations in Online Data Review yet, although they are ready for donation forms. It would be beneficial to allow the option to select which forms are enabled in Online Data Review through security access.

  • Pierre Bossé
  • Jun 15 2026
  • Reviewed: Voting Open
Online data review
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  • Clarisse Reynoso commented
    24 Sep 06:26

    We would benefit from being able to select different settings based on form types (donation, membership, event or constituent). We've been told that in order to renew Memberships we have to use the option Review and match all transactions. But we would prefer to use automatching options for events and donations (especially during Appeals).

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