The Requests sub-tab shows the request history of the current donor. Double-click the arrow to view a request or to create a new request.
From Customers, select Manage customers > Fundraising > Requests
Transaction Date
Displays the date on which the request was made.
Recurring Request
Displays whether the request was a recurring request.
Request Type
Displays the request type.
Begin Date
Displays the beginning of the requests active period.
End Date
Displays the end of the request's active period.
Appeal
Displays the fundraising appeal that the request is linked to.
Solicitor
Displays the solicitor that made the request.
Requested Amount
Displays the amount requested from the customer.
Resulting Gift
Displays the gift (if any) that the customer made in response to the request.
To view fundraising information in the Customers area
1. Load a customer record.
2. Click the Fundraising history tab.
The Fundraising history tab is displayed with the Summary sub-tab selected.
3. Select from the following sub-tabs:
□ Summary (see Fundraising tab - Summary sub-tab) - Displays summarized Recent Giving History and Giving Trends information.
□ Donor History (see Fundraising tab - Donor History sub-tab) - Displays each Fundraising activity that match selection criteria.
□ Donor Recognition (see Fundraising tab - Donor Recognition sub-tab) - Displays donor clubs for which the customer has qualified.
□ Requests (see "Fundraising tab - Requests sub-tab") - Displays the customer's request history.