Basic Gift Information

Why is there something already in the Recognition Name dropdown box when I do a new gift?
If a report name has been filled in on the profile of the constituent or a company, the report name field on the gift tab will already be filled in with th...
Wed, Jan 27, 2016 at 5:32 PM
Will the Recognition Name update if I change it on the gift screen?
If a recognition name has been filled in on the profile of the constituent or a company, the recognition name field on the gift tab will already be filled ...
Wed, Jan 27, 2016 at 5:33 PM
What are Pending Donations?
The Pending status is for all donations/purchases that come in through DonorView forms. This is just a manual field meaning it will never change unless you ...
Tue, Jul 24, 2018 at 3:50 PM
Gift vs Donation via Page
Inside a constituent's record on their Gifts Tab you will see a green Add button. When clicking this button you will be shown two options "Gift&qu...
Mon, Mar 12, 2018 at 1:52 PM
Where can I see Processing Fees?
Below your organization name, select Billing>Statements.  View/Print PDF or Excel.  You will see the Processing Fees Paid By Donor and those Paid By Cust...
Thu, Jul 9, 2020 at 2:37 PM