The ability to sync donor record information from DP to the supporter account in GC through the POS
under review
G
GC Admin
Similar to the functionality when a supporter logs into their account or a team member uses the ‘login as’ feature, this does a sync from DP to GC of the supporters account and membership info. We would like a way to trigger this on individual supporters through the POS.
We suggest that when we choose an existing supporter in the POS and click ‘Use Supporter’, this triggers a sync of account and membership info from DP to GC.
Often, when processing a membership renewal through the POS, we would notice that a supporters membership info is not up to date with whats in GC. We would then need to:
* go to the supporters account in GC
* Do a ‘login as’ to pull in the membership info thats in DP
* then refresh the POS
* process the renewal through the POS------ GCLD-2073
Josh Bloomfield (CEO)
marked this post as
under review
What about something like this when selecting a supporter.
We would show you a preview and the ability to sync data FROM DP.
P
Pat Mastrantonio
Josh Bloomfield (CEO): YES!! That would be great!