Basic Gift Information

Why is there something already in the Recognition Name dropdown box when I do a new gift?
If a Recognition Name has been entered on the profile page of the constituent, the Recognition Name field on the gift tab will already be auto-populated wit...
Thu, Jun 30, 2022 at 4:28 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 donations/purchases that come in through DonorView pages, such as donation, event, or membership pages.  For donors completing...
Mon, Aug 8, 2022 at 6:33 PM
Gift vs Donation via Page
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...
Mon, Mar 15, 2021 at 3:25 PM
Where can I see Processing Fees?
Below your organization name, select Billing, then select the Statements Tab.  Click on PDF Excel under the View/Print column to see the Processing Fees Pai...
Thu, Jun 30, 2022 at 4:57 PM
Why is the Gift grid not sorting properly?
Multiple columns can be sorted in a grid. The columns are sorted in the order they were selected for sorting. Start with the first column you want/need sort...
Wed, Dec 29, 2021 at 12:47 PM
What is the difference between For, Fund, Event and Appeal?
For every transaction that happens in the software, there is an opportunity to assign it to different categories, For, Fund, Event and Appeal. The example b...
Fri, Jul 22, 2022 at 2:27 PM
What is the Fundraising Goal Category?
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...
Fri, Jul 22, 2022 at 2:48 PM