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:
- Open a Fundraising Categories record and click the Giving Categories tab, if not already selected.
- Click the New icon to open a new Giving Categories record.
- Enter the Giving Categories Name, the Range To and Range From, and comments if necessary and click OK.
- The Range To and Range From fields are expressed in the campaign's currency type.
- The Range To and Range From fields are expressed in the campaign's currency type.
- Create additional giving categories as necessary. The new categories displays in the list.
