Constituent with qualifying gift(s) is not being picked up by Recognition Process/Recognition Program

A Recognition Program is set up to recognize constituents who meet the program's giving requirements.  When the Constituent Recognition Process is run against the Process it recognizes the constituent for the qualifying level.  Running the Process is not picking up the qualifying constituents, and is processing 0 records.
We're currently evaluating this issue for a fix in a future patch or service pack.

Steps to Duplicate

  1. Go to the Constituent functional area
  2. Select Recognition programs
  3. Add
  4. Give it a name
  5. Type: Lifetime giving
  6. Limit to program: check all but Groups
  7. Save
  8. On Recognition Levels tab, add levels
  9. On Recognition Criteria tab, make sure that there is at least Revenue type of Donation and credit type of self
  10. Go to any constituent
  11. Add a payment an amount that is at least as much as the first level amount on the Recognition program
  12. Save
  13. Go to the Constituents function area
  14. Select Constituent recognition processes
  15. Add
  16. Enter name
  17. In selected programs, create a selection of the program created above
  18. Save
  19. Start process
  20. Observe 0 records processed


 Blackbaud CRM

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