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 ...

Yes, anonymous gifts and donors who wish to remain anonymous can be identified. The information will still appear in the constituent's record, however t...

When entering a general gift or pledge, the tax-deductible amount defaults to the same amount as the gift. However, the tax-deductible amount may be differe...

When entering a new or existing General Gift you have the option to also upload a document linked to the gift record. Next to the Acknowledged fields you wi...