Viewing fundraising information

You can view customer fundraising activities and history through the donor's customer record: select Customers > Manage customers > Fundraising tab.

The Fundraising tab shows summarized and detailed fundraising information and provides access to essential Fundraising features: entering new gifts, printing a fundraising profile, and managing requests. The Fundraising history tab has four sub-tabs:

• Summary
• Donor History
• Donor Recognition
• Requests

Note: The values in the Pledge Amount column reflect the net pledge amount, including credit and debit memos that have been applied to the pledge since its initiation. This also applies to meeting gifts and pledges.

Need more?

• For details about the Fundraising tab, see Customers Fundraising tab.
• For configuration help, see Customers: Set up fundraising.
• For more about granting access to the Fundraising tab, see About Fundraising tab access.