Zoom Logo

DON DAY's Personal Meeting Room - Shared screen with speaker view
Kathy Folgate
24:41
When Cornelia is done can she expand on the Revenue-Constituent? Is this the same as "changing the consitituent on payment"?
Zena
27:11
Also, can she review the different date fields again... thanks!
Zena
27:27
on the revenue update batch
Carole Stojetz
30:18
Are you going to discuss how to distinguish between the girl and boy troops?
kivander
34:24
What is the diffence between adding a group or committee?
Deanna Pellegrino
34:36
When you edit a posted pledge, not for revenue, but changing solicotor or BSAFR, will the reports reflect the changes?
MBartels
34:48
Is it possible to set up a g/l account for convenience fees charged for special event tickets paid via credit card?
Donna Pannapacker
34:48
If you have two duplicate constituents that have fundraising history needed to be merged how would you merge this in ScoutNet or can you?
Karen Paskiewicz-L557
35:55
If documentation added to a pledge record (instead of the constituent record), is that site secured?
Erin
36:47
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.
Natalie Haney
38:15
IsTo add a unit is that the commity?
Carisa Breedlove
38:44
Where do we find the instructions to move a constituent from one committee to another? And to add a committee?
MBartels
39:59
okay thank you
Kathy Folgate
40:03
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?
Deanna Pellegrino
41:09
how do you move the revenue?
Carole Stojetz
42:57
I just make them member and co member and then the revenue comes accross as Househld revenue
Kathy Folgate
43:46
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?
Carole Stojetz
45:47
You end date them in the one committe and add a member in the new unit committee
Carole Stojetz
47:56
money trumps membership in our world
Zena
48:17
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.
Kathy Folgate
49:31
I got the answer from you all answering other questions about revenue.
Natalie Haney
49:35
Can we change solictor with rev update batch
Zena
51:17
OK will call you about that. Is there any way we could see the inbound channel used on control batch reports?
Zena
51:39
would help us to see our mistake sooner...
Zena
52:15
Thanks!! :-)
jANE dOE l000
53:04
I could not get the Power Point to come up. got an error. is it fixed yet
kmessers
53:36
Thanks.