The Order|Order History|Gifts page enables you to search for information that is specific to gifts(donations) made on an order. Once you perform a search in the search gifts section, the results appear in the gifts section.
Search Gifts Section
The following image illustrates the search gifts section of the Order|Order History|Gifts page:
The search gifts section of the Order|Order History|Gifts page contains the folloning properties:
|
Field |
Description |
|
Gift number |
Enables you to filter the search based on the gift number.
To add additional fields, click  or press CTRL+TAB once you have made an entry. |
|
Appeal Name |
Enables you to filter the search based on the name given for the appeal to which the gift applies.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
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. |
|
Fund Name |
Enables you to filter the search based on name of the fund the gift is allocated to.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
Solicitor |
Enables you to filter the search based on the name of the person within your organization responsible for soliciting the gift.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
Pledge Amount |
Enables you to filter the search based on the amount of the pledge. You can enter a single amount or range. |
|
Pledge Date |
Enables you to filter the search based on the date the pledge was made for. You can enter a single date or date range.
Enter a date or relative date into the field or click  or  to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times. |
|
Update Date |
Enables you to filter the search based on the date the gift was updated. You can enter a single date or date range.
Enter a date or relative date into the field or click or to select the date or relative date.
For more information, refer to Using a Calendar to Add a Date and Using Relative Dates and Times. |
|
Update User Name |
Enables you to filter the search based on the user name of the person who updated the gift.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
Update Role |
Enables you to filter the search based on the role of the person who updated the gift.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
Gift Record State |
Enables you to filter the search based on the type of record:
-
Delete: A removed donation
-
Insert: An added donation
-
Update: An updated donation
|
|
Tax Receipt Number |
Enables you to filter the search based on the tax receipt number.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
|
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
Gifts Section
The following image illustrates the gifts section of the Order|Order History|Gifts page:
The gifts section of the Order|Order History|Gifts page contains the following properties:
|
Field |
Description |
|
Update User Name |
The user associated with the delete, insert or update record in the order’s donation history. |
|
Update Role |
The user’s role associated with the delete, insert or update record in the order’s donation history. |
|
Update Date |
The date and time that the delete, insert or update record in the order’s donation history occurred. |
|
Gift Record State |
Indicates whether the action was:
-
Delete: A removed donation
-
Insert: An added donation
-
Update: An updated donation
|
|
Program Name |
The program to which the appeal is associated. |
|
Campaign Name |
The campaign to which the appeal is associated. |
|
Appeal Name |
The name given for the appeal to which the gift applies. |
|
Fund Name |
The name of the fund the gift was allocated to. |
|
Name |
The name of the gift. |
|
Gift Number |
A system-generated number used to identify the gift. |
|
Pledge Date |
The date the donor intends to give your organization this gift. |
|
Pledge Amount |
The amount the donor intends to give your organization with this gift. |
|
Receiptable Amount |
The amount that can be included in a tax receipt. |
|
Receipted Amount |
The amount that has been included in a tax receipt. |
|
Tax Receipt Number |
The tax receipt number, if any. |
|
Solicitor |
The name of the person within your organization responsible for soliciting the gift. |
|
Referrer Contact Last Name |
The name of the person responsible for referring the donor to the campaign. |
|
Gift Points |
The number of points accrued by the customer for the gift. |