Product Update: March 2020 (OnlineFundraising Integration)

• Primary contact created for organisation constituents:

If an organisation name is provided in the OnlineFundraising dataset alongside a first name and a last name, then an individual constituent will be created and linked to the organisation constituent.

• Due day of payment:

  The due date of payment is now in Date1 for payment failed/rejected activities.

• Handling Addon cancellations: What happens when an Addon in OnlineFundraising is Cancelled.

1. Puts the Cancel (End Date) into the End Date of the RPI Payment

2. Deletes the Allocation linked to the OnlineFundraising Payment

3. Creates a linked Activity on the constituent’s Timeline with information (below) of what has been done

• Type = Upgrade Cancelled

• Code3 = AddonGuid

• Date1 = EndDate FK_RelatedEntityId - RPI ID

• Number1 - RPI Number

• Payment refunds

When a payment is refunded in OnlineFundraising the transaction in Donorfy is now deleted and an Activity is added to the constituent’s Timeline.

• UTM Tracking Data stored in SQL table

If the OnlineFundraising dataset contains UTM tracking data this will now be stored in the new [crm].[TrackingCodes] table.

• New data column

  New DateTimePaid column for [crm].[Transaction] stores the time as well as the date of payment.