File Maintenance – Donors and Gifts

File Maintenance in the Donor and Gift Management module allows you to update the code tables for the Donor and Gift Management module.

Note: If you have the optional Stock Gift Management module, refer to File Maintenance – Stock Gifts for more information about the File Maintenance options for that module.

Select File Maintenance > Donor and Gift Code Maintenance to create and maintain valid code tables for the Donor and Gift Management module.

To update a code table, choose the desired table from the File Maintenance menu. Then add, update or delete records. Only codes in the code tables can be applied to entry records. The available code tables include Donor Class, Occupation, Solicitor, Staff, Source, Acknowledgement, Purpose, Donor Rank, Gift Type, Ethnic, Match, Securities, Security Type, and Brokers.