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Fund Raising tab - Donor History sub-tab

You can view a detailed history of a customer's Fund Raising activities by clicking the Donor History sub-tab on the Fund Raising history tab.

The Donor History sub-tab enables you to select which data is displayed and to drill down on specific donations. You can filter the records shown using the following criteria:

After you choose your filtering criteria, click Refresh to update the records shown.

The Donor History sub-tab

Filters

You can filter the records shown using the following criteria:

You can see more details about any donation listed on the Donor History sub-tab by clicking the arrow to the left of the record. This opens the Donor History Detail window.

In This Section

Donor History Sub-tab - Donor History Detail window

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 Recognition sub-tab

Fund Raising tab - Requests sub-tab

To view Fund Raising information in the Customer Portfolio


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