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...

If a Family name has been filled in on the profile of the constituent, the Family field on the gift tab will already be filled in with that information. You...

The Recognition Name field is auto-populated from the information on the constituent's profile page. You can change it to a different Recognition Name f...

No. If you want to change the default Recognition Name for a constituent, go to their Profile tab and update the Recognition Name field. Click Save to save ...

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&...

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...