Fine Tune Tribute Linking

Terri Burkhardt

When downloading online gifts into RE with Tributes it will not let you link to the Tribute already in place. It creates a new one but the acknowledgee names are not populated. If you could link to the tribute already in place would save a lot of time. Now you have to accept the batch then go back to the gift records, delete that tribute and then link with the correct tribute.

Steph Williams

This is also an issue we've come across. Need the option to select an existing tribute.

Jennifer Chase 2

Yes, we would appreciate a fix for this issue too.

Marissa Flynn

I agree! It is incredibly frustrating to go back in an clean up the duplication each time.

Faith Murray

Also need the option to not create/link a new Tributee record at all! It would be nice to allow the form to have "memory of" and "send card to" fields without populating the database with dead people you never had in there before. Especially important when you're a religious organization that facilitates hundreds of Mass requests and prayer intentions every year.

Alyssa Hagen

It looks like this is still an issue. Not ideal for a lot of memorial gifts we're getting since we never ever use the Tribute function in the first place.

Chris Martin

I know this is an old thread, but I believe this functions as requested now. If I follow these steps:


1. Make sure you have a constituent in RE who has an existing tribute record

2. Make an honor/memorial gift via OLX donation form

3. Make sure the tribute type chosen on the form matches the tribute on the constituent record

4. In OLX, download transactions

5. In the transaction row, press F7 in the Tribute linking field

6. In the middle of the Tribute Information window, choose the existing tribute for the constituent from step 1

7. Save, process the transaction, and commit the batch.


I just ran through this process and no new tribute was created for the pre-existing constituent. If anyone sees otherwise, please let us know.


Thanks!