Navigation for Fundraising

Enter and edit gifts

Opens the Enter and edit gifts window (see Enter and edit gifts window) used for entering and editing gifts and pledges.

Rapid gift entry

Opens the Rapid Gift Entry window (see Rapid Gift Entry) used for entering multiple gifts and pledges based on default values.

Process payments

Opens the Process payments window used for entering gift and pledge payments.

Enter and edit adjustments

Displays a sub-menu containing the following items:

• Pledge credit memos - Opens the Enter and edit pledge credit memos window used for entering and editing pledge credit memos.
• Pledge debit memos - Opens the Enter and edit pledge debit memos window used for entering and editing pledge debit memos.

Process premiums

Opens the Process premiums window used to convert a premium into an order.

Set up appeal expenses

Opens the Set up appeal expenses window used to enter and edit appeal expenses.

Manage requests

Opens the Manage requests window used to manage and search requests.

Generate reports

Opens the Generate Reports window used to generate reports and receipts.

Generate executive reports

Opens the Generate executive reports window used to generate reports for fundraising executives. The reports available from the Generate executive reports windows are a subset of those available from the Fundraising Generate reports window, and cannot be renamed or modified.

IQA

This functionality is no longer available from this location.

Set up tables

Displays a sub-menu containing the following items:

• Funds - Opens the Set up funds window.
• Campaigns - Opens the Set up campaigns window.
• Appeals - Opens the Set up appeals window (see Appeals window).
• Distributions and premiums - Opens the Set up distributions and premiums window.
• Donor clubs - Opens the Set up donor clubs window.

Set up module

Opens the Set up module window.