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Viewing Fund Raising Information

The Fund Raising tab enables you to view a customer's fund raising activities.

Note: The values that display in the Pledge Amount column on the Fund Raising tab on the Manage customers window reflect the net pledge amount, taking into consideration both credit and debit memos that have been applied to the pledge since its initiation. This also applies to meeting gifts and pledges.

In This Section

Customer Portfolio Fund Raising Tab

About Fund Raising tab access

See Also

Historical Customer Data

History Tabs Overview

Sorting history tab data

Reviewing the History area

Viewing Results

Viewing Record History

Managing Call Activities

Managing Letter Activities

Viewing Company Rosters

Viewing AR/Cash Activity Records

Viewing Billing Items

Managing Activity Records

Viewing Event Registrations and Activities

Viewing Orders and Order Activities

Viewing Exhibition Registrations and Activities

Viewing Exposition Activities

Viewing Certification Activities

Managing Label Preferences

Viewing Change Log Activity Records

Managing Matching Plans Information

Managing Notification Information

Viewing Opportunity Information


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