There are multiple ways to create a new gift.
Gifts can be added from any of the main grids in the CRM Module including Constituents, Interactions, Documents, or Relationships, as well as from the Gifts Grid in the Fundraising Module, and from the constituent’s record. To add a gift from the grids, hover over +New and click on Gift to open the gift entry page.
From the constituent’s record, go to the Gifts Tab and click on the green Add button to either open a gift entry page by clicking on Gift or add a gift by Donation via Page if paying with a credit card. Donation via Page will open a menu to select the appropriate donation page.
Enter the appropriate information in each of the fields and select one of the green SAVE buttons to complete the entry. Follow along with one of our videos for more about fundraising and entering gifts. All videos use the password DV2017.