Memorial/Honor Definition Window

This window allows you to define and track funds given to your organization in memory or honor of someone. The Memorial Honor Lookup window displays values defined in this window.

You may double-click on a memorial/honor definition row or right-click and select Edit Memorial/Honor Detail to open the Memorial/Honor Detail window to further define the fund.

Columns

For Web? (only available for editing if your institution is using the campus portal Constituent feature)

How To

1. Open the Memorial/Honor Definition window.

2. To add a new fund, choose Add Row or Insert Row from the right-click or Options menu.

3. Type in the new code, description, and person to notify.

4. If your institution is licensed to use CRM Constituent in JICS, the For Web? checkbox is available.

a. If you want this memorial/honor fund to display for selection in the Online Giving portlet of CRM Constituent, select the For Web? checkbox.

b. If you want this memorial/honor fund to display for selection in the Online Giving portlet of CRM Constituent, clear the For Web? checkbox.

5. Save.

1. Open the Memorial/Honor Definition window.

2. Double-click on a row or right-click and choose Edit Memorial/Honor Detail.

3. On the Memorial/Honor Detail window, you can only modify the Person to Notify, Use for Online Giving?, and Web Description.

4. Save.