You can view detailed fundraising information such as the transaction number, the type of gift or pledge, and the fund the donation will be directed to in the Overview tab on the Enter and edit gifts window.
You can also view a customer's fundraising activities and history in the Customer Portfolio's Fund Raising history tab. For more information, see Viewing Fund Raising through the Customer Portfolio.
A GIFT activity is created when a Single Gift is entered and saved; a PLEDGE activity is created when a Single Pledge or an Installment pledge is entered and saved.
10.6 Production Release. Updated 1/11/2006 10:40:18 AM
© 2009 by Advanced Solutions International, Inc.
All rights reserved.