The Funds Management application Gifts|Calendar page allows you determine the dates and times that a fund is available for selection.
The following image illustrates the Funds Management application Gifts|Calendar page:
The Gifts|Calendar Page
The Funds Management application Gifts|Calendar page consists of the following properties:
Field |
Descriptions |
del? |
Click this check box and press 'Apply' to delete the entry. |
User Role |
The user role or roles able to select the fund.
To select more than one user role, hold CTRL or SHIFT while making your selections. |
Start Date |
The first date that the fund will be available to the selected role or roles.
Enter a date into the field or click to select the date.
For more information, refer to Using a Calendar to Add a Date. |
End Date |
The last date that the fund will be available to the selected role or roles.
Enter a date into the field or click to select the date.
For more information, refer to Using a Calendar to Add a Date. |
Appeals |
Enter the name of the appeal or click to search for it.
For more information, refer to The Find Appeals Dialog Box. |
Funds |
Select the Fund from the list.
To select more than one fund, hold CTRL or SHIFT while making your selections. |
Promotion |
Grants access to the gift using a promotion.
Click next to the 'Promotion' field to search for existing promotions. For more information, refer to The Find Promotion Codes Dialog Box
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If the promotion does not have an access code, only those customers holding a benefit that has the associated promotion will be able to access the gift.
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If the promotion has an access codes, customers must enter the 'Promotion Access Code' online to access the gift.
For more information, refer to Configuring Promotions.
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