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To view donation notes and details

  1. Load the customer record in the Customer Portfolio.
  2. Select the Fund Raising 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.

See Also

Viewing Gifts and Pledges

To view gifts and pledges in Fund Raising

To view Fund Raising information in the Customer Portfolio


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