Donor Giving Summary Information Window

Work With Relationships window: Enter ID Number | right-click on ID Number | Donor Inquiry

This window displays a summary of giving information for a specified person or company. All information on all tabs is read-only and is updated automatically:

Tabs

Each tab allows you to position, sort, and limit the information you see by specifying appropriate ranges in the top portion of the tab.

How To

These windows are built on Summary tables. If Update Summaries During Gift Entry is not selected on the Master Config tab on the Development Configuration window, then you must run the recalc to receive correct information.

1. Open the Work With Relationships window.

2. Select the ID Number, and choose Donor Inquiry from the right-click or Options menu.

3. The Donor Giving Summary Information window opens with the Details tab active.

4. To filter the transactions that appear on the Details tab, choose Filter Transactions from the right-click or Options menu.

5. The Select Transactions to Display Window opens.

6. Type in the information by which you want to filter the details and click OK.

7. To view details of a particular transaction, double-click on the transaction or choose View Tran Details from the right-click or Options menu.

8. The Transaction Details window opens.

9. Click on the tab summarizing the type of giving information you want to see.

10. You may not change any information in the rows in any of the tabs. These rows are not editable.

11. To view additional summary information on the Giving Summary Detail window about a row on one of these tabs, select the row and choose Summary Details from the right-click or Options menu.