It is critical to process team fundraising data in the following order.
• | First, process all user sign-up requests. |
• | Second, process all fundraiser updates. |
• | Last, process all donations or event registrations. |
If you have not processed sign-up requests from a fundraiser, do not process Fundraiser transactions. To determine if a sign-up request is from a fundraiser, on the Sign-up Requests Transactions screen, select the Details tab. If the NetCommunity Page or NetCommunity Part fields indicate the user signed up via the fundraiser, you must process the sign-up transaction before you process fundraiser data. For information about sign-up request transactions, see Sign-Up Requests.
Warning: If you do not follow the correct process order for Fundraisers, you risk a negative impact to your fundraiser numbers, reports, and user experience. For more information, see Process Order for Transaction Types.
If you move a solicitor to another team in The Raiser’s Edge, the next time the solicitor logs into the Fundraiser on your website, the solicitor sees he or she is on a different team.