In Step 1 of importing of gifts from outside credit card processing company have the option to set the name format type as the default type

Our organization has chosen to use the Family Name Format exclusively for all of our accounts because this format is most like the account name entry style prior to the name format change in etapestry. When running an import of gifts from an outside credit card processing company - in step 1 of the import please provide the option of setting the name format type of Family Format (or whichever one you prefer) as the default so it doesn't have to be selected each time the import is run.

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  • Jan 5 2016
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