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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 allows you to set up and edit information on your motivation.
This Section Includes:
Motivations Grid
The Motivations grid contains the following columns for each motivation:
- Code:
- Name:
- Active:
- 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 donor.
Motivations Update
- Motivation Code:
- Name:
Basic Info. Tab:
- Valid Between Dates:
- Active?:
- # Correspondence Sent:
- Cost:
- Project:
- Purpose:
- Date First Gift:
- 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.
Updated