Hi all,
I recently created an extraction for our Telefunding Campaign and I ran into the following situation:
Donor John Doe has 2 contribution history records under the same account:
In the extraction, the Household should have pulled under my segment "Second Ask $100+" but I specified that I only wanted gifts between January and March (again, they gave $150 in May). Instead, the household pulled under segment "1 Year Lapsed $1-99" because of the information found on his Individual record. We are finding this problem to be particularly frustrating because we have to pay more commission on donors who are considered lapsed or new. In this case, donor John Doe is just renewing his gift.
I'm aware of the Household operation called "Move transactions to household" but unfortunately I do not have access to this as part of our consortium rules. How do other organizations battle similar issues when pulling records accurately?