Body (Gift Data Entry Window)

This pane of the window contains additional information to describe the contribution.

Columns

Check/CC #

Check/CC Date

 

Bank ID#

Giving Club

Campaign

 

Memorial/Honor

Scholarship

Solicitation

 

Solicitor

Print Receipt?

Book?

Anonymous?

Immediate Letter?

Solicitor Name

Letter To Send

Salutation

 

 

Notations

 

 

 

Options

When the cursor is in the Giving Club, Campaign, Memorial/Honor, Scholarship, and Solicitation columns, the following options may be available from the right-click or Options menu:

Maintenance Screen (always available)

Pledge Info (always available)

Change Donor's Pledge (always available)

Donor Info (always available)

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Advanced Gift Options (always available; also access by double-clicking on Adv. Options Available)

Start Over on this Gift

Edit Letter (only available if there is a valid code  in the Letter to Send column)

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. . . Lookup

Generate Transaction (always available)

Accept Gift

When there is a value in the Letter to Send column, the following options are available from the right-click or Options menu:

Maintenance Screen (always available)

Pledge Info (always available)

Change Donor's Pledge (always available)

Donor Info (always available)

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Advanced Gift Options (always available; also access by double-clicking on Adv. Options Available)

Start Over on this Gift

Edit Letter (only available if there is a valid code  in the Letter to Send column)

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Generate Transaction (always available)

Accept Gift

Related Topics

Common Functionality for Grid Windows

Common Functionality for Data Entry Windows