The Customer|History|Gifts page allows you to search for and select orders that containing gifts that pertain to a specific customer. Click any gift record to go to the Order|Gifts page.
The following image illustrates the Customer|History|Gifts page:
The default search gifts section of the Customer|History|Gifts page contains the following properties:
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Field |
Description |
|
Pledge Date |
Enables you to filter the search based on those donations with a pledge date within the specified date range.
Enter a date or click  to select a date.
For more information, refer to Using a Calendar to Add a Date. |
|
Gift Number |
Enables you to filter the search based on specific gift numbers.
To add additional fields, click  or press CTRL+TAB once you have made an entry. |
|
Fund Amount |
Enables you to filter the search based on a range of amounts pledged to the fund. |
|
Fund Split Funds IDs |
Enables you to filter the search based on the fund(s) that gift has been assigned to or split across.
To select more than one fund, hold CTRL or SHIFT while making your selections. |
|
Gift |
Enables you to filter the search based on the gift.
Enter the gift name or click  to search for the gift. For more information, refer to The Find Gifts Dialog Box. |
|
Appeal |
Enables you to filter the search based on the appeal to which the gift is allocated.
Enter the appeal name or click to search for the appeal. For more information, refer to The Find Appeals Dialog Box. |
|
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
|
Search Type |
Enables you to choose the appropriate type of matches 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 the search terms you selected.
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The select gift section of the Customer|History|Gifts page contains the following properties:
|
Field |
Description |
|
Pledge Fiscal Year |
The fiscal year in which the pledge was made. |
|
Pledge Date |
The date the donor intends to give your organization this gift. |
|
Gift Number |
A system-generated number used to identify the gift. All displayed gifts are sorted by this field. |
|
Pledge Amount |
The amount the donor intends to give your organization with this gift. |
|
Fund Name |
The name of the fund the gift will be allocated to. |
|
Name |
The name of the gift. |
|
Receipted Amount |
The amount the donor has recieved tax receipts for. |
|
Appeal Name |
The name given for the appeal to which the gift applies. |
|
Order Number |
The order number associated with the gift. |