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.