DON DAY's Personal Meeting Room - Shared screen with speaker view
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When Cornelia is done can she expand on the Revenue-Constituent? Is this the same as "changing the consitituent on payment"?
Also, can she review the different date fields again... thanks!
on the revenue update batch
Are you going to discuss how to distinguish between the girl and boy troops?
What is the diffence between adding a group or committee?
When you edit a posted pledge, not for revenue, but changing solicotor or BSAFR, will the reports reflect the changes?
Is it possible to set up a g/l account for convenience fees charged for special event tickets paid via credit card?
If you have two duplicate constituents that have fundraising history needed to be merged how would you merge this in ScoutNet or can you?
If documentation added to a pledge record (instead of the constituent record), is that site secured?
if we have a constituent that has two records and both records have giving history past the year 2000, how do we combine all the history to one constituent? History includes both FOS and Endowment.
IsTo add a unit is that the commity?
Where do we find the instructions to move a constituent from one committee to another? And to add a committee?
okay thank you
Regarding Duplicate Records, I am finding out that with recharters my registrar is creating a ton of duplicate records (usually middle initial or name but still creates duplicates) then when I go into put in a pledge and find the duplicates and there is giving history we cannot merge them. Can the new record be merged (non giving) to one that has giving history?
how do you move the revenue?
I just make them member and co member and then the revenue comes accross as Househld revenue
So if we have to move all the revenue from one CRM donor to another account can we use the "change constitiuent on payment" as long as the designation is still FOS to FOS, etc?
You end date them in the one committe and add a member in the new unit committee
money trumps membership in our world
We have had problems when correcting Inbound Channels. When the initial transaction went into BBCRM the correct appeal and designation was selected, but had the incorrect Inbound Channel. That Tx created a new account when it went to GL/PeopleSoft. When we tried to correct it using a revenue update batch, it did not reverse it out of the original account that was created, as our accountant discovered. Is there still a bug in the revenue update batch when correcting inbound channels, as stated in the job aid? It seems like the bug still exists.
I got the answer from you all answering other questions about revenue.
Can we change solictor with rev update batch
OK will call you about that. Is there any way we could see the inbound channel used on control batch reports?
would help us to see our mistake sooner...
jANE dOE l000
I could not get the Power Point to come up. got an error. is it fixed yet