Modify Motivations

Motivations are used to represent what prompted the donor to give to a purpose; for example, Appeal Letters, Campaign Drives, Advertisements, Special Programs, and so forth.

Modify Motivations lets you set up and edit your motivation information.

Motivations Grid

The Motivations grid contains the following columns for each motivation:

  1. Code:
  2. Name:
  3. Active:
  4. Start Date:

Click the Edit icon or double-click any motivation in the grid to edit the motivation. You can also click the Add New Motivation link to add a new motivation.

Motivations Update

  1. Motivation Code:
  2. Name:

Basic Info. Tab

  1. Valid Between Dates:
  2. Active?:
  3. # Correspondence Sent:
  4. Cost:
  5. Project:
  6. Purpose:
  7. Date First Gift:
  8. Date Last Gift:

Notes Tab

Enter a note in the field provided if you wish.

Save/Cancel

Click the OK button to save the motivation, or click the Apply button to save the motivation and continue adding more motivations.

 

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