You can view detailed fundraising information such as the transaction number, the type of gift or pledge, and the fund the donation will be directed to in the Overview tab on the Enter and edit gifts window.
You can also view a customer's fundraising activities and history in the Customer Portfolio's Fundraising history tab. For more information, see Viewing Fundraising through the Customer Portfolio (see Fundraising History).
A GIFT activity is created when a Single Gift is entered and saved; a PLEDGE activity is created when a Single Pledge or an Installment pledge is entered and saved.
To view gifts and pledges in Fundraising
1. Select Fundraising > Enter and edit gifts to display the Overview tab on the Enter and edit gifts window.
2. Click Open.
3. Enter the donor ID (or click the lookup icon to select a donor ID), the Transaction Date, or the Transaction number, and press Enter. The donor's gift and pledge information display in the Overview tab on the Enter and edit gifts window.
Note: If the donor has several gifts or pledges, click Previous or Next to view additional gift or pledge entries.
To view Fundraising information in the Customer Portfolio
1. From Customers, select Manage customers to open the Customer Portfolio.
2. Click Find and open a customer record.
3. Select the Fundraising history tab.
The Fundraising tab displays summarized and detailed data about the customer's Fundraising history.
To view donation notes and details
1. Load the customer record in the Customer Portfolio.
2. Select the Fundraising history tab.
3. Select the Donor History sub-tab.
4. Select the donation from the list of donations in the donor history grid.
Note: Split gifts contain the word split in the Distribution/Product/Function column of the grid.
5. Click the arrow in the leftmost column of the grid to open the Donor History Detail report.
The breakdown of split gifts, notations entered with the gift, and soft credit data is shown.