Being able to query BBMS and manually entered donations in same query
Currently, we have to do 2 queries: one for BBMS generated donations, and one for all other donations (checks, PayPal, etc). I then have to manually compile them into one. If they could all be generated in the same query, it would be a huge help!
-
Maria Kizirian
- Dec 7 2020
- Already Works That Way.
You can include these donations together by either using a compound query, to add your queries together, or setting the Criteria Matching option to "Match at least one criteria". If you need to narrow it down to a specific date range, you can set your Starting Query to one in the Constituent Journal Entry Date category or a query you've built.
If you have questions on how to set this up, please reach out to our Support team for additional help.
Thanks!
Kim