Modify Commemoratives

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The Commemoratives feature is used to track and record Honoraria and/or Memorials.

Filters

In the Name field, enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:

  1. Type:
  2. Contact:

Click the Search button to display results, or the Clear Filters link to reset all filters.

 

Commemoratives Information Grid

The Commemoratives Information grid contains the following columns for each commemorative:

  1. Name:
  2. Memorial:
  3. Public:

Click the Edit icon or double-click any donor in the grid to edit their record. You can also click the Add New Commemoratives link to add a new commemorative.

 

Commemoratives Information Update

Choose the Commemorative Type.

  1. Name:

Misc. Tab

  1. In Memorium:
  2. Visible Public:
  3. Gifts Received:
  4. Date Last Gift:
  5. Remaining:
  6. # Gifts:
  7. Close Dates:

Contacts Tab

  1. Add New Contacts: Click the Add New Contacts link to add contacts to the commemorative list.
    • Contact Person:
    • Relationship:
    • Active?:

Gifts Tab

The following information is displayed.

  1. Donor:
  2. Date:
  3. Amount:

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

  1. Click the Update button to save any information that has been added or changed.
  2. Click the Reset link to restore the page to its state before any changes were made.
  3. Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.

 

Updated

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