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    Module-Specific Toolbar
    • 10 Jul 2023
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    Module-Specific Toolbar

    • Updated on 10 Jul 2023
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     You are here: Introduction to FIMS > FIMS Interface > FIMS Toolbars > Module-Specific Toolbar

    Module-Specific Toolbar 

    Located just right of the center of the toolbar, the module-specific buttons control functions associated with the module you are currently using. The available buttons change when you move from one module to another.

    Module-Specific Toolbar (Profiles)

    Module-Specific Toolbar (Gifts)

    Module-Specific Toolbar (AP)Module-Specific Toolbar (Grants)

    Module-Specific Toolbar (Pledges) Module-Specific Toolbar (Scholarships) Module-Specific Toolbar (FACTS) Module-Specific Toolbar (Funds)

    Button

    Module

    Function

    New Grouped Profile

    Profiles

    Creates a new Profile record that is automatically added to a selected Profile group.

    Tip: You can also create a new grouped Profile by pressing Alt+Ctrl+G on your keyboard.

    Send Email

    Profiles, Gifts

    Creates a new email message addressed to the selected Profile (if an email address is specified in the Profile record).

    Tip: You can also create an email message by pressing Alt+Ctrl+E on your keyboard or by right-clicking on a record in a data grid that includes an email address and selecting Email.

    Visit Web Site

    Profiles, Gifts

    Launches your web browser and opens the selected Profile’s web page (if one is specified in the Profile record).

    Tip: You can also visit the web site by pressing Alt+Ctrl+W on your keyboard.

    Profile Folder

    Profiles

    Opens the Profile Folder that you have set up to hold additional information about the Profile.

    Tip: You can also open this folder by pressing Alt+Ctrl+F on your keyboard.

    Refer to Creating the Profile Folder in the Profile Management module for more information.

    New Profile

    Profiles, Gifts, Grants, Pledges, Scholarships, Accounts Payable

    Creates a new Profile record.

    Note: If you create a Profile record from any module other than the Profile module, you only see the tabs that apply to the module you are working with. Create your Profile records in the Profile module to add information that is only available from Profile Management (for example, Notes).

    Tip: You can also create a new Profile record by pressing Alt+Ctrl+P on your keyboard.

    Refer to Entering the Main Profile Record in the Profile Management module for more information.

    Gift (or Pledge) / Donor Folder


    Gifts, Pledges

    Either opens the Profile Folder that you’ve set up to hold additional information about the Profile associated with the Donor or a sub-folder that is set up to hold additional information about specific Gifts or Pledges.

    New Gift

    Gifts

    Creates a new Gift record.

    Tip: You can also create a new Gift record by pressing Alt+Ctrl+G on your keyboard.

    Refer to Entering Gifts in the Donor and Gift Management module for more information.

    New Stock Gift

    Gifts

    Creates a new Stock Gift record.

    Note: This button is only available if you have the optional Stock Gifts module.

    Tip: You can also create a new Stock Gift record by pressing Alt+Ctrl+S on your keyboard.

    Refer to Entering a Stock Gift in the Stock Gift Management module for more information.

    New Donor

    Gifts, Pledges

    Creates a new Donor record.

    Tip: You can also create a new Donor record by pressing Alt+Ctrl+D on your keyboard.

    Refer to Creating a Donor Record in the Donor and Gift Management module for more information.

    New Pledge

    Pledges

    Creates a new Pledge record.

    Tip: You can also create a new Pledge record by pressing Alt+Ctrl+L on your keyboard.

    Refer to Pledge Entry in the Pledge Management module for more information.

    Grant /Grantee/Student Folder

    Grants, Scholarships

    Either opens the Profile Folder that you have set up to hold additional information about the Profile associated with the Grantee or a sub-folder that is set up to hold additional information about Grant or Scholarship Applications.

    Note: If you click this button while the Students supertab is selected in the Scholarship Management module, the Profile Folder opens for the Student’s Profile record.

    New Application

    Grants, Scholarships

    Creates a new Grant or Scholarship Application.

    Tip: You can also create a new application by pressing Alt+Ctrl+A on your keyboard.

    Refer to Creating a New Grant Application in the Grantee and Grant Management module or Creating a New Scholarship Application in the Scholarship Management module for more information.

    Application Defaults

    Grants, Scholarships,

    Allows you to set default application entry values for the current FIMS session.

    Tip: You can also access your default values by pressing Alt+Ctrl+D on your keyboard.

    Refer to Setting Default Application Entry Values in the Grantee and Grant Management module or Setting Default Scholarship Application Values in the Scholarship Management module for more information.

    Import Grants

    Grants

    Allows you to import Grants from an external source (e.g., DonorCentral) into FIMS.

    New Grantee

    Grants, Scholarships

    Creates a new Grantee record.

    Tip: You can also create a new Grantee record by pressing Alt+Ctrl+G on your keyboard.

    Refer to Creating a New Grantee Record in the Grantee and Grant Management module for more information.

    New Student Profile

    Scholarships

    Creates a new Student Profile and Student record.

    Tip: You can also create a new Student Profile record by pressing Alt+Ctrl+S on your keyboard.

    Refer to Creating a New Profile Record and Creating a New Student Record in the Scholarship Management module for more information.

    Fund Statement

    Funds

    Exports fund information from FIMS, opens Microsoft Word, and creates a fund statement for the selected fund (if custom statements have been set up for merging into Word).

    Tip: You can also run a fund statement by pressing Alt+Ctrl+S on your keyboard.

    Refer to Setting up Single Fund Statements in the Fund Management module for more information.

    Fund Folder

    Funds

    Opens the folder that you have set up to hold additional information (for example, word processing files or electronic copies of faxes) about the Fund.

    Tip: You can also open this folder by pressing Alt+Ctrl+F on your keyboard.

    Refer to Creating the Fund Folder in the Fund Management module for more information.

    New A/P Item

    Accounts Payable

    Creates a new item in A/P Item Entry.

    Tip: You can also create a new item by pressing Alt+Ctrl+I on your keyboard.

    Refer to Creating Administrative Vouchers in the Accounts Payable module for more information.

    New Vendor

    Accounts Payable

    Creates a new Vendor record.

    Tip: You can also create a new Vendor record by pressing Alt+Ctrl+V on your keyboard.

    Refer to Creating a Vendor Record in the Accounts Payable module for more information.

    Pool Processing

    FACTS

    Opens a status window that tracks your account reconciliation and tells you the next step in the reconciliation process.

    Tip: You can also access this window by pressing Alt+Ctrl+P on your keyboard.

    Refer to Tracking Pool Processing Status in the FACTS module for more information.

     

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