After choosing or entering the Donor ID in the Gift Data Entry window, you may see the text Adv. Options Available appear to the right of the Gift Set column.
Double-clicking on that text or choosing Advanced Options from the Options or right-click menu accesses the Advanced Gift Entry Options window, which lists the gift entry options available for this donor (and this kind of gift) and allows you to select several options (buttons) that will create gift transactions, such as soft credit, matching gifts, pledges, etc. It also displays any receipt instructions for the donor.
The Adv. Options Available text is displayed if any of the following conditions exist:
· Donor has one or more relationships defined.
· Donor has one or more open pledges.
· Donor is a matching company with open pledges.
· Donor has one or more unpaid DF gifts.
· Donor has receipting instructions (i.e., one or more rows exist in RECPT_INSTRUCT for the current donor).