Automatic Actions for New Gifts — View Giving/History Details
An overview of the new "View Details" display on both the TNT Tab and the History Tab. This feature has always been available on the menu, but is now more readily available on each contact's Contact View.
See Also
View Details help topic
All of the videos in the Automatic Actions Series
|
|
View
|
Overview
|
|
View
|
Support Development Principles & Biblical Basis
|
|
View
|
First Gift (or First Gift of new pledge amount)
|
|
View
|
Extra / Less (gift above or below normal pledge amount)
|
|
View
|
Special Gift (for non-partner, or anyone in response to a Special Gift Appeal)
|
|
View
|
Delinquent / Recontinue (for partners who have missed gifts)
|
|
View
|
How to handle Sporadic Givers
|
|
View
|
Partners who give on a Large Time Frame
|
|
View
|
Partners who have not been thanked in some time
|
|
View
|
Automatic Update of Tasks (update date/description, instead of duplicating tasks)
|
(this one)
|
View
|
View Details (see giving/history details of your contacts)
|