Forms

Cheryl Corwin

How is it not possible to create a form using BBNC that will send biographical data to RE in a similar integrated way to gift transaction data? It would seem obvious that a mapped form to update email or addresses should be possible, rather than having to export an excel, create import files and clean the data manually outside of RE. Why do those options only exist for event and donation record types? 


Is it just a complete oversight? Being such an expensive integration solution, and seemingly having an integration solution/interface already (user profile updates are available for users who have logged in, I'm sure the same functionality could exist for profile updates to unlinked records that would require linking in a similar way that gift transactions do). 


We are already stuck with this product and it's proving to be such a clunky and inefficient tool. It's creating more far more problematic data entry processes than it's solving.  

Alicia Barevich

You can do that using part type Profile Form. It's
super useful! Let me know if you have any questions about it, as
I've utilized it quite a bit.