Welcome to Forums Sign in | Join | Help | Forums
in Search


Adding the "Pay Method" options

Last post 08-28-2009 12:44 AM by JoAnn Strommen. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 08-27-2009 2:56 PM

    • Patricia Greenhalgh
    • Not Ranked
    • User Since: 2009
    • Posts 7
    • Organization: Saint Charles Borromeo Seminary
    • Products:  The Raiser's Edge

    Adding the "Pay Method" options

    Question:  I'd like to add to the options we have under "Pay Method" -- in addition to Personal and Business check, I would also like to list Trust Fund Check...  I have administrative rights and have tried to merely type into the field but it won't let me and I can't find anything in the online user guides saying I can add to this table.... does anyone know if I can?

     I have read in other posts that some people create an attribute field just to mark this but I would rather not have yet another field...

     Any and all suggestions are greatly appreciated!

     - Tricia   (slowly learning)

    - Tricia

  • 08-28-2009 12:44 AM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: Adding the "Pay Method" options

    I'm pretty sure this field is a non-editable field.  Can only use BB defaults. Remember this question coming up here or at a training.

    You may want to consider a gift sub-type of Trust Fund check - field is on each gift record screen, it can be a batch field and you can query on it.  I think it beats, as you said, adding yet another field.

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
Page 1 of 1 (2 items)