The Gift|Calendar page specifies which roles have access to the gifts and for how long.
To add a calendar entry:
1.Open Funds Management from the Desktop.
2.Select the Gifts tab.
The Gifts|Search page appears.
3.Search for and select the gift that you want to add a calendar entry to.
The Gifts|Details page appears.
4.Select the Calendar tab
The Gifts|Calendar page appears.
5.Click 'Add Entry'.
A blank calendar entry will appear.
6.Complete the following:
a.User Role: Select one or more roles that you want to access to the fund.
b.Start Date: Click  to select the date that the gift will become available to the role.
c.End Date: Optionally, click to select the date that the gift will no longer be available to the role.
d.Appeals: Click  to search for the appeal that you want to associate the gift.
e.Funds: Select the fund that you want to associate the gift.
f.Promotional Code: If you want to grant access to the gift using a promotion, click to search for the promotion.
oIf the promotion does not have an access code, only customers with the promotion on a benefit can access the gift.
oIf the promotion has an access code, customers/staff must enter the promo code to access the gift.
7.For each role that you want to define, repeat the process from Step 5.
8.Click 'Apply'.
A window confirms that the gift was updated.
9.Click 'OK'.
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