New ‘Go To Purpose’ Tool
There’s a new tool in town!
There is now a convenient link to the fund Purpose page directly from the Gift Details tab of a donation as viewed on a constituents Revenue History (or Recognition History) tab.
Previously, you would have needed to copy the fund number from the Gift Details tab and then navigate to the Fundraising functional area page, click into the “Purpose search” page and then paste the fund number into the search box. Whew! That was a lot of steps, right!
How do I get there?
When you are viewing a constituents record, you will be on the Revenue tab on either the Revenue History or the Recognition History subtab. For the specific transaction you’re interested in, you can click the “Gift” link…
…which will take you to the gift backup page that includes full details of the donation. At the top of this page, you’ll see Transaction summary, status and payment method information but we will focus on the bottom half of the page, specifically, the Details tab.
When you click on the Go to Purpose button, it will take you to the following page where you can navigate through the tabs to view any of the information you may be looking for.
