Transfer to Donor Perfect before the event is locked.
To have the ability to transfer event data to donor perfect before the event is locked. Currently the transfer to donor perfect won't work until 4 weeks after the event.
This needs to be changed.
But, for those our there struggling with this, I have emailed their help and gotten them to lock it early. Not sure why we can't determine when the event gets locked.
This is a deal breaker we had no idea we could not reconcile our event and issue the transfer on our time frame. We will not use this next year.
Angela Dredden commented
It is vitally important to be able to have data transfer within 1 week of an event. The data transfer component was the selling point to purchase RSA. Not so much now. The delayed data transfer is a real issue. Finding this especially true as we are approaching a month end close out.
This is an issue. Our accounting person disliked this due to not being able to match the daily deposits up correctly.
Peggy M DiPrima commented
Yes, need to be able to transfer to DP right after event closes not 4 weeks later
Monica Austin Jackson commented
I dont understand. DO you mean that the funds in ready set auction will not go to donor perfect until 4 weeks after the event?