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To view Fund Raising information in the Customer Portfolio

  1. Select Customers > Manage customers to open the Customer Portfolio.
  2. Click Find and open a customer record.
  3. Select the Fund Raising history tab.

    The Fund Raising tab displays summarized and detailed data about the customer's Fund Raising history.

See Also

Viewing Gifts and Pledges

To view gifts and pledges in Fund Raising

To view donation notes and details


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