Proposal Code

Enter or select from the drop-down list the codes identifying the proposal that you are making to this potential donor.

·       These codes and descriptions for the proposal part of this column are defined on the Maintain Table Values window and stored in the Table Details table. Choose Column Name of proposal_cde. Once codes are defined, they can be selected from a drop-down list.

·       These codes and descriptions for the proposal type are defined on the Maintain Table Values window and stored in the Table Details table. Choose Column Name of proposal_type. Once codes are defined, they can be selected from a drop-down list.

Gift Data Entry Window

On the Gift Data Entry window:

·       When you select a proposal, the Category and Gift Class columns are automatically populated for the selected proposal for this donor; however, if you select a proposal whose Gift Class is Null, it will not be overwritten. If you enter a new gift for a donor who has no proposals, the Proposal drop-down list will be empty.

·       If proposals exist for a donor who makes a gift and if you select a proposal and accept the gift, the proposal is saved and the Gifts Entered amount for the proposal is increased by the amount of the gift.

·       When the transactions are generated, they will be created based on any gift areas defined for this proposal.