From Fundraising, select Enter and edit gifts, enter or open a gift or pledge, and select the Notes tab
The Notes tab on the Enter and edit gifts window uses the following fields and data entry procedures:
Donor area
Displays the current donor's ID, name, title, and home phone number.
Address area
Displays the current donor's company name and address.
Pledges area
Displays the following information about the current donor's pledges:
■ Largest - Displays the amount of the donor's largest pledge.
■ Last - Displays the date of the donor's last pledge.
■ Lifetime - Displays the total amount of all of the donor's pledges.
■ Balance - Displays the donor's current pledge balance.
Gifts area
Displays the following information about the current donor's gifts:
■ Largest - Displays the amount of the donor's largest gift.
■ Last - Displays the date of the donor's last gift.
■ Lifetime - Displays the total amount of all of the donor's gifts.
Description
This field is populated with a default value indicating if the gift is a single gift or pledge. If the transaction is a single gift, Gift displays; if the transaction is a pledge, Pledges displays; if the transaction is an in-kind donation, the in-kind description saves to this field when the transaction is saved. You can override this description for a single gift or pledge, but not for an in-kind donation.
Notes
Enter notes concerning the gift. You can enlarge the view of this field by pressing Ctrl+Z, but notes must be entered in the regular Notes view. Notes entered in the enlarged view are truncated when you return to the regular view.
Notes entered in the Notes tab on the Enter and edit gifts window display in the Gifts view of the Fundraising History window (from Customers, select Manage customers, open a customer record, select the Fundraising tab, click Details, and select the Gifts tab).
Associated Gift
Enables you to display the matching transaction on the Overview tab in the Enter and edit gifts window. This button is only enabled if the Matching Transaction field is not empty and the Enter and edit gifts window is not in data entry mode.
Clicking Associated Gift changes the label of the matching transaction field. If the employer's matching donation is displayed, the matching transaction field will be labeled Original Transaction because this field displays the transaction number of the donor who gave the original gift. If the original employee donation is displayed, the field label will remain Matching Transaction.
To enter a Note to a gift or pledge
1. From Fundraising, select Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click Open and open a gift or pledge.
3. Select the Notes tab.
4. Click Edit.
5. Edit the information in the Notes text area as needed.
6. Click Save.