AudienceView Connect

Modifying a Gift

Once you have created a gift, you can view or modify the gift, if you have the appropriate permissions. If you want to modify the points that are currently in effect, you must create a new points version for the gift. Different points versions provide you with the means to change the points and membership information for a gift, while maintaining a complete record of all of the previous versions. For more information, refer to Adding Gift Points. You can modify versions that start in the future at any time.

To modify a gift, complete the following:

  1. Open the Funds Management application from the AudienceView Desktop.
  2. Select the Gifts tab.
    The Gifts|Search page appears.
  3. Search for and select the gift that you want to modify. For more information, refer to the Funds Management Gifts-Search Page and Performing Searches.
    The Gifts|Details page appears.
  4. Modify the applicable fields.
    For more information, refer to Funds Management Gifts-Details Page.
  5. Click 'Apply'.
    A window confirms that the application updated the gift.
  6. Click 'OK'.