When reviving a team in TeamRaiser will participants also see last year’s donor info?

Options

I see that returning teams get access to their full address book from the previous year, but will they also be able to see a list of last years team donors?

 

 

Tagged:

Comments

  • Kent Gilliam
    Kent Gilliam Blackbaud Employee
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Giavanni,

     

    I don't believe so but let me check with the TR team to confirm. 

     

    Kent

  • Kent Gilliam
    Kent Gilliam Blackbaud Employee
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Kent Gilliam:

    Giavanni,

     

    I don't believe so but let me check with the TR team to confirm. 

     

    Kent

    I'm back. Got this from our TeamRaiser product manager...

     

    Assuming that the org has the TR set up to provide donor data year-over-year, which is standard. A returning team member or captain, who reclaims a team will be able to see:

     

    1. Last year’s donors who donated to the team and not an team member.
    2. Last year’s donors who contributed to directly to that participant.
  • Kent Gilliam:

    I'm back. Got this from our TeamRaiser product manager...

     

    Assuming that the org has the TR set up to provide donor data year-over-year, which is standard. A returning team member or captain, who reclaims a team will be able to see:

     

    1. Last year’s donors who donated to the team and not an team member.
    2. Last year’s donors who contributed to directly to that participant.

    Thanks for taking the time to confirm this Kent!

     

    I combed through the TR settings (which I have done hundreds of times) and finally found what I was looking for.  I have not contacted the constituent yet to see how this played out, but I left a note to my future myself and others on where this setting is located in Convio.  Its buried deep and easy to miss when setting up a TeamRaiser.

     

    Donor Address Displayed in Address Book Setting Location in Convio:

    Select Event Options > Edit Event Advanced Options > Define Event Options >  9.     Donor Addresses Displayed in Address Book

     

    Thanks again!

Categories