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We have redesigned our annual fund this year to honor faculty members. I was really excited becasue this would give me an opportunity to learn to us the Honor/Memorial module the way it was intended when my predecessor purchased it. However, now that our gifts are starting to come in I have run into a problem. I know that someone, some where has probably asked this already, but I could not seem to make the Search feature work for me today, so I am sorry if I am asking something that has already been addressed numerous times.
I have set-up the tributes in each honoree's constituent record. I then went to enter the gifts, as I always do, using the gift batch feature. I can't figure out how to tell RE that this is a gift for a particular tribute. I looked on the Fields tab of the set-up window, but if the necessary field is there it is not obviousl. How do I link a new gift to a tribute using the gift batch feature?
Thanks.
Naomi,
It was more then helpful. It was exactly what I was looking for. I'm so used to entering gifts in one particular way, that I am embarrassed to admit that I kind of forgot all about the tool bar. I only ever use it for Soft Credits and Spilt Gifs and those are few and far between. Thanks again!
Robin,
I'm glad that was what you were looking for -- I meant to include one other item. I use my keyboard a lot when I'm doing data entry and from Batch you can use the keyboard shortcut Ctrl + B to get to the add tribute information window also.
Have a great weekend,
Naomi