Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Giving categories provide the ability to classify a contributor's pledge and are listed on the Giving Categories tab of the Fundraising Campaigns record. Using the information on this tab, Aptify automatically fills in the Giving Category field on a Pledges record based on the amount of the donation.

Follow these steps to specify the giving categories:

  1. Open a Fundraising Categories record and click the Giving Categories tab, if not already selected.
  2. Click the New icon to open a new Giving Categories record.

...


  1. Giving Categories FormImage Added
  2. Enter the Giving Categories Name, the Range To and Range From, and comments if necessary and click OK.
  3. The Range To and Range From fields are expressed in the campaign's currency type.
  4. Create additional giving categories as necessary. The new categories displays in the list.

Giving -Categories Tab Image RemovedGiving -Categories TabImage Added