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Improved Fund Raising history interface in Customer Portfolio

The Customer Portfolio Fund Raising history tab has been redesigned to make it easier to see more of the donor information that you want. The Fund Raising history tab now has four sub-tabs:

Tab buttons add one-click access

Three buttons on the Fund Raising tab add convenient access to relevant features.

New Gift - Takes you straight to the Enter and edit gifts window, with the member ID already filled in.

Refresh - Refreshes data on the Fund Raising history sub-tabs after you change filter criteria.

Print - Prints the Fund Raising Profile report without having to leave the current tab.

The Summary sub-tab

The Summary sub-tab presents the donor's Recent Giving History and Giving Trends. You can control the information shown in the Recent Giving History section by entering a number in the Show last field and selecting a type of donation (Donations, Gifts, Pledges) from the drop down list. You can filter the number of years shown in Giving Trends by entering a number in the Show [number] year(s) giving data. Click Refresh to make your filters take effect.

Note: The Year column in the Giving Trends section lists transactions by fiscal year if you have defined a fiscal year in iMIS.

The Fund Raising history Summary sub-tab

The Donor History sub-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

The Donor History Detail window

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.

The Donor History Detail window

The Donor Recognition sub-tab

The Donor Recognition sub-tab lists the donor clubs for which the donor has qualified and the dates of the qualifying donations.

The Donor Recognition sub-tab

The Requests sub-tab

The Requests sub-tab shows the request history of the current donor. Double-click the arrow to view a request or to create a new request.

The Requests sub-tab

See Also

Fund Raising changes

New Fund Raising Total Value configuration options

Designate Fund Raising information by Event function

Portion of dues payment can be processed as a donation

Import REQUEST activities with Activity Importer

Memorial/Tribute honorees need not be in the database

Reporting performance for large Fund Raising data sets

Fund is now updated when distribution is changed


ASI logo 10.6 Production Release. Updated 3/6/2006 10:03:56 AM
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