Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing)
Description:
When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record — including those who have multiple tributes associated with them. However, there is currently no way to select which tribute the gift should be linked to.
If a constituent has more than one tribute record, RE NXT automatically assigns the gift to one of them without giving the user visibility or control. This often results in gifts being linked to the wrong tribute, which affects acknowledgment workflows, reporting, and donor stewardship, and requires manual cleanup.
Current Behavior:
Online gifts with tribute information come into RE NXT.
The gift processor matches the gift to the correct constituent.
If the constituent has multiple tributes, RE NXT automatically assigns the gift to one of them — without displaying which tribute it chose and without giving the user any ability to confirm or override the selection.
It is unclear what logic or matching algorithm RE NXT uses to determine which tribute the gift is attached to, and this behavior is not documented.
As a result, gifts are frequently linked to the wrong tribute, requiring manual correction and causing downstream issues for acknowledgments and reporting.
Requested Enhancement:
Please add the ability for users to view and select the correct tribute during gift processing when multiple tributes exist on the constituent record. This would function similarly to how users select the correct fund or designation when multiple options are available.
Why This Matters:
Ensures donor intent is honored
Prevents incorrect tribute attribution
Keeps acknowledgment processes accurate
Reduces manual corrections and staff time
Supports organizations with high tribute volume or repeat tribute donors
This enhancement would significantly improve data accuracy and workflow efficiency for many organizations.
Please add this functionality. Donors have multiple tributes for a reason, and we need to be able to connect to the correct one to make sure the tribute is acknowledged correctly.
Examples of different tributes a constituent may have:
In honor of the HOH
In honor of the spouse
In memory of the spouse
In memory of child
In honor of a special occasion (birthday, holiday, retirement, birth of child, etc.): Note that these tributes may often be directed to restricted funds, making it imperative that the correct option is selected.
We have several donors that have multiple tributes. I was not aware of this issue. We are moving to utilize WV this year. The user knows the donor's intent and should have the ability to select the correct tribute.
Carlene has said everything necessary. Tribute giving - even in Online Express - is incredibly confusing and time-consuming for every RE customer I have worked with, and they end up not using it. This robs them of potentially valuable information.
While we're at it, can we also NOT require every single tribute to have a constituent record? We all have ways to work around it - which will be even easier if you implement Carlene's stellar idea - but we shouldn't have to develop workarounds.