AudienceView Connect

Modifying a Renewal Gift Rule

To modify an existing gift rule, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Renewals tab.
    The Renewals|Search page appears.
  3. Search for and select the renewal that you would like to modify. For more information, refer to Utilities Renewals-Search Page and Performing Searches.
    The Renewals|Details page appears.
  4. Select the Gifts tab.
    The Renewals|Gifts page appears.
  5. Select the gift rule row that you would like to modify.
    The gift rule expands and editing appears to the left of the rule's name in the gift rule row.
  6. Modify the applicable fields.
    For more information, refer to Utilities Renewals-Gifts Page.
  7. Click 'Apply'.
    A window confirms that the application updated the renewal.
  8. Click 'OK'.
Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later.