Add option to alert user during gift import if constituent is deceased
I would like to add another suggestion to my wish list on importing gift into a batch:
-a warning if consID used belongs to a deceased constituent. A pop up message saying "This constituent is deceased. Are you sure you would like to add a gift to this contituent's record?" If yes, gift will be credited to the record anyway. If not, then... an option to skip the gift record or to credit the gift to the spouse or another constituent record.
Version 3.3 of ImportOmatic includes many improvements to make reviewing your duplicate search results easier, such as custom columns, a static top row when scrolling, sticky sizing more!
You can even add deceased date as one of your first columns to make identifying deceased matches easeir.
You can download the latest version of ImportOmatic here: http://www.omaticsoftware.com/Forums/tabid/108/aff/12/Default.aspx
Amanda Carter commented
We have this built in as a business rule constituent and gift message. Would it be better to display any business rule message applicable to a constituent or gift being imported?
Sara Robich commented
Yes - any import - this would be helpful.
Jordan Gillis commented
I'll add that any import, it'd be nice if they were ignored at least as an option.