Exclude offline transactions in triggering a workflow
A
Angela Linford
Ability to exclude offline transactions from triggering a workflow. For example, when they receive an offline donation from a VIP donor who has already been thanked through a separate email, they don’t want that donor to receive an additional automated message from the workflow.
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S
Suzy Mahjoub
Yes Yes Yes! If we receive donations through DAFs we are not supposed to send them a receipt but currently, if I enter the information in Givebutter, it automatically sends an email to the donor. We should be able to control this.
G
Greg Flores
Yes, please allow us to exclude offline donations from automatically syncing to Quickbooks. It causes a double up on the transaction since the original transaction came through a bank feed from an ACH or paper check.
S
Suzy Mahjoub
Greg Flores we have the same issue!