Body (Gift Data Entry Window)

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

Columns

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:

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

Only available if there are transactions in the Transactions pane of the window. On a new gift, this option is available after the information has been entered in the top pane and when information is being entered in the middle pane.

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

Always available. This is the only way a new gift or changes to an existing gift can be permanently entered into the database.

When you accept a gift, the soft credit ID Number should have a default constituency code. If, for some reason, there is no default constituency code, the following message will display: "You must have a Constituency Code. Edit Transaction and choose a relationship."

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

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

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

Always available. This is the only way a new gift or changes to an existing gift can be permanently entered into the database.

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