You can view customer fundraising activities and history through the donor's customer record: select Customers > Manage customers > Fundraising tab.
The Fundraising tab contains summarized and detailed fundraising information, and provides access to commonly used Fundraising module features such as entering new gifts, printing a fundraising profile, and viewing, entering and editing requests.
Note: The values in the Pledge Amount column reflect the net pledge amount, including credit and debit memos that have been applied to the pledge since its initiation. This also applies to meeting gifts and pledges.
The Fundraising history tab has four sub-tabs:
■ Summary (see Fundraising tab - Summary sub-tab)
■ Donor History (see Fundraising tab - Donor History sub-tab)
■ Donor Recognition (see Fundraising tab - Donor Recognition sub-tab)
■ Requests (see Fundraising tab - Requests sub-tab)
Tab buttons add one-click access
Three buttons on the Fundraising tab provide convenient access to relevant features.
■ New Gift - Takes you straight to the Enter and edit gifts window, with the member ID already filled in.
■ Refresh - Refreshes data on the Fundraising history sub-tabs after you change filter criteria.
■ Print - Prints the Fundraising Profile report without having to leave the current tab.
For configuration help, see Customers: Set up fundraising.
Note: If your administrator has set up access keywords (see Access Keywords in Customers), you may not be able to view the Fundraising tab.