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Entering Memorials and Tributes

When you enter the Memorial ID on the Memorial/Tribute tab on the Enter and edit gifts window, the distribution or premium automatically defaults to the preferred distribution or premium specified in the Preferred Distribution/Premium field on the Donor Data tab on the Manage customers window for the memorial ID (from Customers, select Manage customers, open the record for the Memorial ID, and select the Donor Data tab). The appeal, campaign, and fund associated with the distribution or premium automatically populates the Appeal, Campaign, and Fund fields on the Overview tab on the Enter and edit gifts window. You can override the preferred distribution or premium by entering a different distribution or premium code.

In This Section

Enter and edit gifts window - Memorial/Tribute tab

To enter a memorial or tribute

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Viewing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Split Gifts

Adding Notes

Entering an Installment Pledge

Entering Matching Gifts

Checking for Duplicate Records

Issuing Reminders and Thank You Letters at Gift Entry


ASI logo 10.6 Production Release. Updated 7/25/2005 1:03:19 PM
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