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Linking gifts to a Tribute in a gift batch

Last post 10-03-2008 11:52 AM by Naomi Harding. 3 replies.
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  • 10-02-2008 7:24 PM

    • Robin Evans
    • Not Ranked
    • User Since: 2003
    • Posts 9
    • Organization: St. Gregory College Preparatory School
    • Products:  The Raiser's Edge

    Linking gifts to a Tribute in a gift batch

    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.

     

    Robin Evans
    Associate Development Director
    St. Gregory College Preparatory School
    3231 N. Craycroft Road
    Tucson, AZ 85712
    520.327.6395
    revans@stgregoryschool.org
  • 10-02-2008 8:58 PM In reply to

    • Naomi Harding
    • Top 25 Contributor
    • User Since: 1999
    • Posts 213
    • Organization: Blackbaud, Inc
    • Products:  Admissions and Registrar's Office 6, Blackbaud Direct Marketing, Blackbaud NetCommunity, Blackbaud Student Information System, Online Campus Community, The Education Edge, The Information Edge, The Raiser's Edge

    Re: Linking gifts to a Tribute in a gift batch

    Hi Robin, You can associate Tribute info with a gift in batch either by using the icon in the tool bar that looks like a scroll or from the Gift menu. If all the gifts in a batch should be associated with the same tribute record, you can do so from the Defaults tab of the Batch Design window. I hope this info is helpful, Naomi
    Naomi Harding
    Principal Educational Consultant – Professional Services
    Raiser's Edge, Education Edge, Crystal
    Blackbaud, Inc.
    Filed under: ,
  • 10-03-2008 11:16 AM In reply to

    • Robin Evans
    • Not Ranked
    • User Since: 2003
    • Posts 9
    • Organization: St. Gregory College Preparatory School
    • Products:  The Raiser's Edge

    Re: Linking gifts to a Tribute in a gift batch

    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 Evans
    Associate Development Director
    St. Gregory College Preparatory School
    3231 N. Craycroft Road
    Tucson, AZ 85712
    520.327.6395
    revans@stgregoryschool.org
  • 10-03-2008 11:52 AM In reply to

    • Naomi Harding
    • Top 25 Contributor
    • User Since: 1999
    • Posts 213
    • Organization: Blackbaud, Inc
    • Products:  Admissions and Registrar's Office 6, Blackbaud Direct Marketing, Blackbaud NetCommunity, Blackbaud Student Information System, Online Campus Community, The Education Edge, The Information Edge, The Raiser's Edge

    Re: Linking gifts to a Tribute in a gift batch

    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

    Smile

    Naomi Harding
    Principal Educational Consultant – Professional Services
    Raiser's Edge, Education Edge, Crystal
    Blackbaud, Inc.
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