Overview This rule checks if a gift has a “planned gift” gift type then a specific yes/no gift attribute should be on the record. Even if other attributes are present then the planned gift active attribute needs to be there. What is more if the gift has no attributes this should also apply. This rule would…
Overview This rule checks if a specific fund is given then another specific gift attribute should be on the record. Even if other attributes are present then the donor designation attribute needs to be there and not be blank. What is more if the gift has no attributes this should also apply.
Overview We check to see what the gift type is and then as a dependency we check what the fund is. All matching in Validatrix is generally done positively e.g. gift type equals cash or fund equals General. However we set up the rule so that even though the match is positive the rule should…
Overview This is a very complicated rule. It starts with a recurring gift being saved. If the constituent has another recurring gift that is active and the constituent has a regular donor constituent code without an end date the user should be informed. The rule consists of four different rules. The first one checks to…
Overview If a gift is given that is over £1000 the constituent should be marked as a major donor and they should have the solicit code “Do not solicit”. Consequently if on saving this gift the constituent is not marked as a major donor or do not solicit, an error message will be shown. Note…
Overview If a cash gift of over £1000 is given then we want to ensure that the gift also has the major donor letter code on it. Note that for this rule we do not need a rule for the gift type as this is a filter on the gift amount rule.
Overview This rule enforces the donor constituent code as long as there is at least one cash gift with the campaign of “General”. However if that should not apply if the gift has an appeal of “Face to Face”. This is a relatively complex rule consisting of three tiers. There are three rules. Each one…
