Development Maintenance - Giving Detail tab
Use the Giving Detail tab to:
- add donations received from the:
- primary contact
- spouse
- primary contact and their spouse jointly
- primary contact and another community member jointly.
- maintain details of donations.
Note: Always use pledge receipts for money received as part of a pledge, to ensure the receipt is linked to the pledge. See Creating new pledge receipts.
Tip: Use the centre splitter to display more information for either the primary contact or spouse. See Using the centre splitter.
Development Maintenance - Giving Detail tab key fields and buttons
Grid area fields
Two sets of grid areas are displayed. One for the:
- primary contact on the left-hand side
- spouse on the right-hand side, if applicable.
Field | Description |
---|---|
Date | Date that the gift was received. |
Appeal | Appeal that the gift is being made in response to. |
Fund | Fund used to determine where the gift is to be directed to when it is received. |
Amount | Amount received from the donor. |
Joint Name | Name of the person who the gift is made jointly with, if applicable.
|
Pledge Date | Date that the pledge was made, if applicable. |
Name | Name or names used in communications for the gift being made. If the gift is made:
|
Receipt | Receipt number issued. |
Joint ID | Synergetic ID of the person who the gift is made jointly with, if applicable. |
Appeal Description | Description of the appeal that the gift is being made in response to. |
Fund Description | Description of the fund which the gift is directed into. |
Buttons
Two sets of buttons are available. Depending on who is making the gift, use the buttons on the:
- left-hand side if the:
- primary contact makes the gift
- couple make the gift jointly
- primary contact and another community member make the gift jointly.
- right-hand side if the:
- spouse makes a payment relating to an existing pledge
- spouse and another community member make the pledge jointly.
Button | Description |
---|---|
Add receipt for a one-off gift not received as a pledge. This allows you to create a new gift using the New Gift window. See Creating new gifts. | |
Modify the highlighted item. The window is almost identical to the New Gift window. See Creating new gifts. | |
Delete the highlighted item. | |
Preview the donor receipt. |