To view Fund Raising information in the Customer Portfolio
- Load a customer record.
- Click the Fund Raising history tab.
The Fund Raising history tab is displayed with the Summary sub-tab selected.
- 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.
10.6 Production Release. Updated 2/10/2006 2:06:30 PM
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