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    Gift Detail Tab
    • 09 Oct 2023
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    Gift Detail Tab

    • Updated on 09 Oct 2023
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    Gift Detail Tab

    The Gift Detail tab displays a data grid that lists information about all of the Gifts and Pledges received by the Fund. Use the Gifts and Pledges radio buttons on this tab to switch between a list of Gifts and a list of Pledges.

    Non-Gifts are displayed on a dark gray background with the letters NG next to the amount.

    Note: If you select a Gift or Pledge from the list and then click the View Gift or View Pledge button, the Donor and Gift Management or Pledge Management module will open in a separate window where you can view and edit some of the Gift or Pledge entry fields (or make Gift Adjustments). This allows you to work in the Gift or Pledge Management module without closing the Fund Management module.

    Gift Detail Tab (Gifts)

    Gift Detail Tab (Pledges)

     

    Gift and Pledge Detail Tab Fields

    Field

    Description

    Gift No.

    The unique, sequential number used to identify the Gift.

    This field is only available for Gifts.

    Pledge

    The sequential number used to identify the pledge.

    This field is only available for pledges.

    ID Code

    The ID code of the Donor who made the Gift or Pledge.

    Donor Name

    The Report Name of the Donor who made the Gift or Pledge.

    Date

    The Apply Date for the Gift or Pledge.

    Amount

    The total Gift or Pledge amount.

    Pledge

    The Pledge number associated with the Gift payment.

    This field is only available for Gifts.

    Inst.

    The number of the Pledge installment line associated with a Gift payment.

    This field is only available for Gifts.

    Tip: You can resize the columns on the Gift Detail tab to make them more narrow or wide. This is useful, depending on your font size and window size, to help you see as much information as possible on the screen, without scrolling.

    Note: Any changes you make will only stay in effect during the current session of the Fund Management module.

    1. Place your mouse cursor on the divider line to the right of the column header for the column you want to resize.

    2. Click and drag the column divider line to the right to increase the size of the column, or to the left to reduce the size of the column. The divider line will be visible as you drag, so you can see where it will be placed.

    3. When the column is the desired size, release the mouse button.

     

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