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About Fund Raising History Filters

You can filter the information shown on the Fund Raising history sub-tabs by several different criteria including donation date, donation type, donation source (module), campaign, fund, and distribution/product/function.

After you set filters, you must click Refresh to update tab data.

Note: You can filter the data shown on the Summary sub-tab using the filters on the Donor History sub-tab, but the filters on the Summary tab will not affect the data shown on the Donor History sub-tab.

See Also

Customer Portfolio Fund Raising Tab

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

To view Fund Raising information in the Customer Portfolio


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