Downloading Transactions

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Karen Borneman
Karen Borneman ✭
Tenth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I am trying to download my transactions but have run into a problem. I have a donation that is in memory of an individual that does not have a tribute nor do I need to add them as a new constituent to create a tribute. How can I download this transaction without attaching a tribute?



 
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  • Danielle Allen 2
    Danielle Allen 2 ✭
    Tenth Anniversary Facilitator 1 Photogenic
    It is my understanding that if a gift is given as a tribute to someone then the recipient will need their own constituent record to add the Honor/Memorial info to. It doesn't seem like Online Express will allow you to get around that.
  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    This is why I turned off the Tribute feature in OLX and setup my own in the Attribute section.  Means I have more control, and can do exactly what you're trying to do...download a transaction with tribute information but not have to create a constituent record for just one tribute gift.  (Not a good option if you use the Tribute Module heavily, but we don't, so this works much better for us.)

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