If you've poked about curiously within the back end of Raiser's Edge Online Express you may have come across the Transaction Assignments / Assignment Filters area within Account Integration Options. There's criminally little support documentation for Online Express, but this area in general seems to have nothing at all in it, not even a knowledgebase article. There are a couple of pieces for the equivalent documentation for Net Community and Sphere. And of course, there's trial and error.
Essentially this only works for donations at the moment - it doesn't work for event transactions (or email obviously). It also doesn't allow you to exclude certain security groups to be able to see it. This is a big Data Protection concern within Online Express but the Blackbaud team don't appear overly concerned to fix it.
What it does
What it does allow you to do is to make life easier for certain groups of people. If you have two different teams processing two different sets of donations you can move a bunch of them out of their way, so they just see the relevant ones.
How to do it
To do this you need to create an assignment filter on the screen above. You can choose a security group (step 1) and filter in on the basis of Fund, Appeal or Donor surname (!?) (step 2), choosing the criteria (e.g. which fund etc.) in step 3.
On the second tab (below) you can add groups who you still want to be able to view and process all transaction. The last two boxes are the ones that matter. If you tick "Show unassigned transactions tab" a new tab appears in the "Download transactions" window. The original tab only contains those you filter in. All the rest appear in the new one.
The second box lets you make the other (non-relevant transactions) read only so only approved staff can process them.
No comments:
Post a Comment