•History - Search Gifts Section
•History - Select Gifts Section
The Customer|History|Gifts page allows you to search for and select orders that containing gifts that pertain to a specific customer. Click any gift record to go to the Order|Gifts page.
History - Search Gifts Section
The following image illustrates the History - Search Gifts section of the Customer|History|Gifts page:
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Hint You can filter searches by entering an entire word/number or you can use wildcard characters to perform a search using portions of the word/number. |
The default History - Search Gifts section of the Customer|History|Gifts page contains the following properties:
Field |
Description |
Pledge Date |
Filters the search based on those donations with a pledge date within the specified date range. Click |
Gift Number |
Filters the search based on specific gift numbers. |
Fund Amount |
Filters the search based on a range of amounts pledged to the fund. |
Fund Split Funds IDs |
Filters the search based on the fund(s) that gift has been assigned to or split across. |
Gift |
Filters the search based on the gift. Click |
Appeal |
Filters the search based on the appeal to which the gift is allocated. Click |
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
Search Type |
Enables you to choose the appropriate type of matches you are expecting: •Match Any: When you want to search for records containing one or more of the search terms you selected. •Match All: When you want to search for records that contain all the search terms you selected. |
History - Select Gifts Section
The following image illustrates the History - Select Gifts section of the Customer|History|Gifts page:
The History - Select Gift section of the Customer|History|Gifts page contains the following properties:
Field |
Description |
Pledge Fiscal Year |
The fiscal year in which the pledge was made. |
Pledge Date |
The date the donor intends to give your organization this gift. |
Gift Number |
A system-generated number used to identify the gift. All displayed gifts are sorted by this field. |
Pledge Amount |
The amount the donor intends to give your organization with this gift. |
Fund Name |
The name of the fund the gift will be allocated to. |
Name |
The name of the gift. |
Receipted Amount |
The amount the donor has recieved tax receipts for. |
Appeal Name |
The name given for the appeal to which the gift applies. |
Order Number |
The order number associated with the gift. |
