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, Docu...

A gift or transaction can be deleted from the Gifts grid in the Fundraising module by selecting the row for that specific gift and clicking on the trash can...

You can edit the gift from the Gifts grid in the Fundraising module or from the Gifts tab in the constituent's record by clicking on the dollar amount u...

The payment types reflect how transaction was paid, for example Cash, Check, Credit Card, or Online-ACH payments. You have the ability to add, edit or delet...

Yes, you can add new payment types when adding or editing a gift. Click in the Payment Type box and select <New/Edit> to open the editor window and ad...

For every transaction that happens in the software, there is an opportunity to assign it to different revenue categories, For, Fund, Event and Appeal. The e...

The Fundraising Goal Category is an overall goal which can be a combination of several activities. For example, you could have a Fundraising Goal Category c...

General, In Kind and Stock gift records can be moved from one Constituent record to another in 3 different places within the software:  The main Gifts Gri...

For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this ...

Inside a constituent's record on their Gifts tab, you will see a green Add button. Once you click this button you will be shown two options: "Gift&...