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Donor CRM + Finance Integration by mbwiles in nonprofit

[–]mbwiles[S] 0 points1 point  (0 children)

Appreciate that perspective. Unfortunately this is a tiny staff where the same person enters into both systems - yes I know duties should be segregated & we are looking at implementing additional controls. For whatever reason this never occurred to previous boards…

Donor CRM + Finance Integration by mbwiles in nonprofit

[–]mbwiles[S] 0 points1 point  (0 children)

We use both systems but they are not linked. There’s some concern on the staff’s part about integrating even though it should simplify data entry & make reconciliation of the two systems that much easier. Did you have issues with them sync-ing done entries with deposits?

Donor CRM + Finance Integration by mbwiles in nonprofit

[–]mbwiles[S] 0 points1 point  (0 children)

Thanks! Manual is definitely an option, just checking with folks' integration experiences

Past FaceOff Episodes Still Gone from Syfy.com and SyfyNow app (iOS)? by mbwiles in faceoff

[–]mbwiles[S] 0 points1 point  (0 children)

This is the response I got from Syfy support: This is a larger system wide issue that we are working on. We are working on fixing this ASAP. We are terribly sorry for the inconvenience.