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To view Fund Raising information in the Customer Portfolio

  1. Load a customer record.
  2. Click the Fund Raising history tab.

    The Fund Raising history tab is displayed with the Summary sub-tab selected.

  3. Select from the following sub-tabs:
    • Summary - Displays summarized Recent Giving History and Giving Trends information.
    • Donor History - Displays each Fund Raising activity that match selection criteria.
    • Donor Recognition - Displays donor clubs for which the customer has qualified.
    • Requests - Displays the customer's request history.

See Also

Customer Portfolio Fund Raising Tab

About Fund Raising History Filters

About Soft Credit History

Fund Raising tab - Summary sub-tab

Fund Raising tab - Donor History sub-tab

Fund Raising tab - Donor Recognition sub-tab

Fund Raising tab - Requests sub-tab


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