•History - Search Gifts Section
The Order|History|Gifts page enables you to search for information that is specific to gifts (donations) made on an order.
History - Search Gifts Section
The following image illustrates the History - Search Gifts section of the Order|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 History - Search Gifts section of the Order|History|Gifts page contains the folloning properties:
Field |
Description |
Gift Number |
Filters the search based on the gift number. |
Appeal Name |
Filters the search based on the name given for the appeal to which the gift applies. |
Gift Name |
Filters the search based on the name of the gift. |
Fund Name |
Filters the search based on name of the fund the gift is allocated to. |
Solicitor |
Filters the search based on the name of the person within your organization responsible for soliciting the gift. |
Pledge Amount |
Filters the search based on the amount of the pledge. You can enter a single amount or range. |
Pledge Date |
Filters the search based on the date the pledge was made for. You can enter a single date or date range. Click |
User Name |
Filters the search based on the user associated with the iupdated the gift record in the order’s donation history. |
User Role Name |
Filters the search based on the role of the person who updated the gift. |
Gift Record State |
Filters the search based on the type of record: •Delete: A removed donation •Insert: An added donation •Update: An updated donation |
Tax Receipt Number |
Filters the search based on the tax receipt number. |
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
History - Gifts Section
The following image illustrates the History - Gifts section of the Order|History|Gifts page:
The History - Gifts section of the Order|History|Gifts page contains the following properties:
Field |
Description |
User Name |
The user associated with the delete, insert or update record in the order’s donation history. |
Role |
The user’s role associated with the delete, insert or update record in the order’s donation history. |
Order Gift Audit Time |
The date and time that the delete, insert or update record in the order’s donation history occurred. |
Gift Record State |
Indicates whether the action was: •Delete: A removed donation •Insert: An added donation •Update: An updated donation |
Appeal Name |
The name given for the appeal to which the gift applies. |
Appeal Name (actually Campaign Name) |
The campaign to which the appeal is associated. |
Appeal Name (actually Program Name) |
The program to which the appeal is associated. |
Fund Name |
The name of the fund the gift was allocated to. |
Gift Name |
The name of the gift. |
Gift Number |
A system-generated number used to identify the gift. |
Pledge Date |
The date the donor intends to give your organization this gift. |
Pledge Amount |
The amount the donor intends to give your organization with this gift. |
Receiptable Amount |
The amount that can be included in a tax receipt. |
Receipted Amount |
The amount that has been included in a tax receipt. |
Tax Receipt Number |
The tax receipt number, if any. |
Solicitor |
The name of the person within your organization responsible for soliciting the gift. |
Referrer Contact Last Name |
The name of the person responsible for referring the donor to the campaign. |
Gift Points |
The number of points accrued by the customer for the gift. |
