Customers Fundraising tab

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

The Fundraising tab contains summarized and detailed fundraising information, and provides access to commonly used Fundraising module features such as entering new gifts, printing a fundraising profile, and viewing, entering and editing 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.

The Fundraising history tab has four sub-tabs:

Tab buttons add one-click access

Three buttons on the Fundraising tab provide convenient access to relevant features.

  • New Gift - Takes you straight to the Enter and edit gifts window, with the member ID already filled in.
  • Refresh - Refreshes data on the Fundraising history sub-tabs after you change filter criteria.
  • Print - Prints the Fundraising Profile report without having to leave the current tab.

Note: If your administrator has set up access keywords (see Access Keywords in Customers), you may not be able to view the Fundraising tab.

More:
About Fundraising history filters
About soft credit history
Fundraising tab - Summary sub-tab
Fundraising tab - Donor History sub-tab
Donor History Sub-tab - Donor History Detail window
Fundraising tab - Donor Recognition sub-tab
Fundraising tab - Requests sub-tab