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.
Enter and edit gifts window, with the member ID already filled in.
- Takes you straight to the- Refreshes data on the Fund Raising history sub-tabs after you change filter criteria.
- 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 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
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
10.6 Production Release. Updated 3/6/2006 10:03:56 AM
© 2009 by Advanced Solutions International, Inc.
All rights reserved.