Alerting During Completing a Gift Batch

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John Zajc 2
John Zajc 2 ✭
Ninth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
As a Hospice, we have hundreds of memorial gifts a month. We are re-evaluating our processes for notifying families of when a gift is made in memory of their loved one. Currently, we run all letters -- both acknowledgement and notify -- from the daily gift batches.


At times, our gift officers like to hold letters for more prominent families to do a personal visit. But being human, the data entry staff sometimes misses pulling them. We tried to create a Gift Business Rule to alert us when a gift is made in honor of those people, but since (I think) RE is running the query against the name of the gift-maker, the alert is not happening in the way we set it up (an attribute on the deceased person's record). It didn't work when I tried it as a Constituent Business Rule, either.


Am I doing something wrong? Anyone have an idea how we can take the human element out of it?


Thanks!
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  • Faith Murray
    Faith Murray ✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    If you are doing your acknowledgements through Mail, you may consider a Solicit code filter, on the records of those prominent families themselves. I have never tried this myself to test it, but if you add a "No Memorial Notification" Solicit code to the record of the person being notified, and then on your Acknowledgement letters, select an Exclude Solicit code filter, it should exclude those from any outgoing mailings. 


    Hope this helps!
  • Jill Freidmutter
    Jill Freidmutter ✭
    Ancient Membership Facilitator 2 Photogenic
    I believe that RE runs a memorial acknowledgement letter to the family member from the Acknowledgee's record (the family member listed as acknowlegee(s) in the deceased person's tribute). Perhaps that's where the business rule needs to be... 
  • Jill Freidmutter
    Jill Freidmutter ✭
    Ancient Membership Facilitator 2 Photogenic
    Hi John,


    We are also a hospice, and run our acknowledgement letters to families and loved ones once every couple of weeks from the Mail, Honor/Memorial Acknowledgment Letters functionality.


    best, Jill 
  • John Zajc 2
    John Zajc 2 ✭
    Ninth Anniversary Photogenic First Reply

    Jill Freidmutter:

    I believe that RE runs a memorial acknowledgement letter to the family member from the Acknowledgee's record (the family member listed as acknowlegee(s) in the deceased person's tribute). Perhaps that's where the business rule needs to be... 

    That seemed promising; but in the test it didn't seem to pan out the way I thought it would. Thanks!


    John

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