The Funds Management application Gifts|Search page allows you to search for and select previously saved gift. When the 'Search' button is clicked, results that match the entered search criteria are displayed in the select gift section. When a gift is selected the Gifts|Details page appears, allowing you to view and edit the basic details of the selected gift.
The following image illustrates the default Funds Management application Gifts|Search page:
The default Funds Management application Gifts|Search page enables you to search for existing gifts using the following criteria:
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Fields |
Description |
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Name |
Enables you to filter the search based on the name of the gift.
To add additional fields, click  or press CTRL+TAB once you have made an entry. |
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Description |
Enables you to filter the search based on the description of the gift.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
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Appeal |
Enables you to filter the search based on the appeal name.
Enter the appeal name in the field or click  to search for the appeal.
For more information, refer to The Find Appeals Dialog Box. |
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Fund |
Enables you to filter the search based on the fund name. |
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Page Size |
Enables you to specify the number of records to display per page returned in the results. |
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Search Type |
Enables you to choose the appropriate type of matches that you are expecting:
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Match Any: When you want to search for records containing one or more of the search terms you selected.
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Match All: When you want to search for records that contain all of the search terms you selected.
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Other searches can be created using the Business Intelligence and Reports application. For more information, refer to Business Intelligence and Reports - Business Intelligence.