Online Data Review must be added for Event Registrations
Event Forms are currently unusable for our nonprofit because Online Data Review and specifically being able to use "Review and match all transactions" (a necessity to prevent drastically increasing our number of duplicates in the system that would need to be manually fixed) doesn't work for Event Registrations. It needs to work for both gifts AND event forms.
-
Guest
- Aug 29 2024
Related ideas
There needs to be a review process for Event Forms like we have for the Online Data Review process for gifts. Too much time is wasted on correcting duplicates and duplicate addresses. We will have to use a different event system which will have a different credit card processor if there are no changes by next fiscal year.
Please implement a review process or set up controls in RE like in Online Express, where you can approve the creation of a new constituent record for a registrant not matched to a pre-existent constituent record. Not all registrants need to be in the database as a constituent, and with Latin names, or names that have accented letters, it will create lots of duplicates.
We need the same process of gift matching of Online Express in Database moved over to NXT for matching constituents & their gifts. We process thousands of gifts annually and with donations forms in NXT in it's current state it would create way too many duplicates records and incorrect donor designation.
We process thousands of event registrations each year generating millions in donations to support our mission. We need functionality to cut down on duplicates to properly recognize donors. Please implement soon!
Also see idea 2743.
Please also see idea 7053.
This is very important! While the data health feature in the Event record is handy, it does not solve all of the issues that would be relieved if event transactions went through the Online Data Review tool.
Needs to be implimented now!