It was recently brought to our attention that when querying for payroll withholding recurring gift transactions (i.e. the recurring gift itself, not the payments) using Inbound Channel is not capturing all Payroll Withholding recurring gifts. To avoid missing payroll recurring gift transactions, please use transaction type “Recurring Gift” and “Credit Type” under the Credit Card […]
When creating Direct Marketing Efforts and Event Invitations, please ensure to export and spot check all data prior to launch and activation. Reviewing data outputs in communication modules will identify erroneous data such as duplicate records and missing postal or email addresses. Contact the Office of Client Services for assistance reviewing data outputs, if something […]
When using the “Not one of” filter to exclude constituents from a query, keep in mind that it will require the constituents to have the non-excluded criteria. In other words, it will exclude any constituents that do not fall into the field on which you are filtering.
GAIL Users, would you like the option to display images in your email content horizontally while viewed on a mobile device? If so, that option is now available in BEE! As a precaution, the vertical stacking is the most user-friendly and consistent setting for your image display so please use this feature carefully.