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Using Rapid Gift Entry

Rapid gift entry Enables you to enter several gifts or single pledges of identical amounts and distributions. You can enter one or more of the following fields just once for several gifts or pledges:

and then enter unique donor ID, request, and payment information for individual items. You can override the value in any of the rapid entry fields. After you override a field, the new value is retained for subsequent entries during the rapid gift entry session.

Note: The Allow Rapid Gift Entry option must be enabled by your administrator for you to use rapid gift entry. If neither the Enable Rapid Gift Entry nor the Disable Rapid Gift Entry buttons appear on the Enter and edit gifts window, rapid gift entry is not currently enabled.

Gift entry status is shown just above the Gift Info section on the Overview tab on the Enter and edit gifts window as either:

The Single Gift and Single Pledge gift types are the only gift types supported for rapid gift entry. Rapid gift entry does not support the following:

Data Entry Tab Order

All tabs except for the Overview tab are disabled during rapid gift entry. All values on the disabled tabs except for values on the Donor tab are cleared. Rapid gift entry field values only apply to new gifts and new single pledges.

The tab order for the fields and buttons on the Overview tab is different for standard gift entry and rapid gift entry. The tab order for standard gift entry mode is ID, Add, Date Received, Gift Type, Gift Amount, Request, Distribution, Appeal, Campaign, Fund, List as, Solicitor, Soft Credit, Add, Check #/CC/In-kind/Asset, and Receipt Number. If a valid credit card code or INKIND is entered in the Check #/CC/In-kind/Asset field, you can tab through the activated credit card fields or the In-kind Description field, respectively. These fields occur in the tab order after the Check #/CC/In-kind/Asset field and before the Save and Cancel buttons.

The tab order is ID, Request, Check #/CC/In-kind/Asset, Save, and Cancel if rapid gift entry is enabled for the Single Gift gift type. If a valid credit card code or INKIND is entered in the Check #/CC/In-kind/Asset field, you can tab through the activated credit card fields or the In-kind Description field, respectively. These fields occur in the tab order after the Check #/CC/In-kind/Asset field and before the Save and Cancel buttons.

The tab order is ID, Request, Save, and Cancel if rapid gift entry is enabled for the Single Pledge gift type.

If the rapid gift entry tab order is interrupted, the standard gift entry tab order is restored until the user tabs into a field that is in the rapid gift entry tab order.

In This Section

To use rapid gift entry

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

Adding a Donor Record

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

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


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