Constituent Codes with OLX

Contessa Siegner

Hello - I am trying to find where you add a constituent code to donations as they come in through OLX.  I can't seem to find them anywhere in the settings. Please help!

Jen Claudy

Are you looking to add a Gift Constituency to a downloaded OLX transaction?  I believe (and I don't have any donations to test with right now) that you can add/change that field in Batch once the transactions are downloaded to RE.  If the Constituent Record has at least 1 Constituent Code, the Primary Constituent Code (whichever appears first/top on the Bio/Org2 Tab) should automatically become the Gift Constituency on all gifts, regardless of how they're entered (from the Constituent Record, thru Batch, or thru OLX & Batch).  You can also Globally Change the Gift Constituency (or Constituent Code on the Constituent Record) if needed, but be careful, as with all Global Changes, because there is no Undo function.

Deborah Barrette

@Contessa Siegner
I'm in the same boat. Mine is adding an “online giver” constituent code when I process the gift through OLX and I want to change that but I can' find the setting where it's listed