OG / CNG Donors - How to Delete Givers

Issue:  The church would like a giver account deleted

 

 

Resolution:  

OG (MyOwnGiving.com): Escalated the information to a Team Lead using the escalation macro and the Teal Lead information template macro.

        Independent Giver: Include the email address of the donor's account if.

        Managed Giver: Include the exact name on the managed giver account.

CNG: Escalate to Tier 3 in Dynamics (CRM) and let them know that the church would like the donor deleted, include the email address of the donor's account.

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.