Identifying the source of Gift Aid declarations made through BOE

Jack Deeth

When creating a Gift Aid declaration, can BOE set the Declaration Source to the gift's campaign?



We have four charities in one organisation (and one RE database) and we need separate Gift Aid declarations for each one. We use RE Campaigns to identify which charity a gift is for, and the Declaration Source to identify which charity a declaration is for (along with a customised Gift Aid reporting process). Currently, BOE creates declarations with a blank source. There's a workaround to set the declaration source after it's created but it is convoluted.

Matthew Garbarino

Hi Jack. I'm far from an RE expert, but I don't know of any easy way to pull this off. Online Express wasn't optimized around the case where multiple charities share an RE install. I'll ask around and see if I can come up with anything better though, if I do I'll post what I learn!

Jack Deeth

Matt Garbarino:
Hi Jack. I'm far from an RE expert, but I don't know of any easy way to pull this off. Online Express wasn't optimized around the case where multiple charities share an RE install. I'll ask around and see if I can come up with anything better though, if I do I'll post what I learn!

Right-o Matt! Yes, we're a pretty weird case...



Would it be possible for the declaration to record which gift it was attached to? As text in the Declaration comment for example? This would be sufficient to process the declarations in batches using RE Import.