Design Transaction Manager
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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Under Select the tabs to display on the Design tab, select whether to display the History tab, Active tab, or both. |
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To display the donor's previous transactions, select History tab.
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To display the donor's current recurring gifts, pledges, and event registration fees, select the Active tab.
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To display the donor's giving history and current transactions, select Both tabs. In the field that appears on the right, select the default tab to display when the donor opens the web page.
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Under Configure results, in the Results per page field select how many gifts to include on each page of the giving history. |
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Under Choose the gifts to display, select the gifts to include in the giving history. |
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To include all gifts, select All gifts. |
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To filter the gifts on the Transaction Manager part, select Custom filtering criteria. |
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To select the gift types, designations, or appeals to include in the giving history, click the binoculars. On the screen that appears, select your filter criteria. |
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To use a gift query from Blackbaud CRM to filter gifts, select Gift query. |
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To select a query, click the binoculars. On the search screen that appears, select a query. For information about the search screen, see Search Screen. |
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To include recognition credits, select Include revenue recognition. |
Note: By default, recognition credits appears with the label “(Revenue Recognition)” in the giving history. You can enter a new label in the Revenue Recognitions field under the Transaction Manager — Item Flags category on the Language tab. For information about recognition credits, see Credits.
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To include pending transactions from your website, select Include pending online transactions. |
Note: For pending online transactions, only the gift amount, payment method, and gift date appear in the giving history. Other details do not appear until you process gifts.
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To include unpaid event registration fees, select Include unpaid event registrations. When you select this option, the Configure event fee payment field appears. |
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Under Choose the columns to display, select the columns to include in the giving history. |
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To display the default Date, Type, Designation, and Amount columns, select Default. |
Note: The Gift Type column includes pending transactions. To avoid redundancy, you can exclude the Pending column if you include the Gift Type column.
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To include specific columns, select Custom. |
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Click Add Column and select each column to include in the giving history. To edit a column, click the column title in the list that appears. You can reposition the column or delete it from the giving history. |
Note: An Export button appears on the web page so a user can export his active gifts and his giving history. The columns you select to display from this option are the columns that appear in the export output.
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Under Choose the summary information to display, select Include gift totals section to include a summary section that displays gift totals. |
Additional options appear so you can select the columns to include in the summary section.
Tip: The Include recognition credits total and Include donation amount total checkboxes appear when you select Include revenue recognition under Choose the gifts to display.
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To allow website users to make payments against outstanding pledges, under Configure pledge payment, select the web page that contains the donation form to use for pledge payments. |
Warning: You must select a donation form that includes credit card or direct debit payments. You should not select a donation form that requires only the Pledge (Bill me later) payment method because website users cannot pay a pledge with another pledge. For information about how to create a Donation Form part, see Donation Form.
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To allow website users to pay event registration fees from the transaction manager, under Configure event fee payment, select the page that contains a Payment 2.0 part to use for event fees. This option appears only if you selected the Include unpaid event registrations option under Choose the gifts to display. |
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To allow website users to make recurring gift payments from the transaction manager, under Configure recurring gift payment, select the page that contains the donation form to use for recurring gifts. |
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Under Recurring gift updates, select the gifts and gift details a donor can update online. |
Tip: This section allows you to configure the recurring gift type options you want to make available to website users on the Transaction Manager part. For example, you can allow users to determine the frequency of updated recurring gifts. However, users cannot submit recurring gift payments on the part. In Blackbaud CRM, you create a Generate Payments business process to automatically generate a revenue batch to create payment records for these transactions. For more information about the business process, refer to the Blackbaud CRM Revenue Guide.
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To include all recurring gifts, select All gifts. |
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To limit the recurring gifts a donor can update, select Custom filtering criteria. |
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To select the designations or appeals to include in the giving history, click the binoculars. Then, select your filter criteria on the screen that appears. |
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To use an offline gift query to filter gifts, select Revenue query. |
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To select a query, click the binoculars. On the search screen that appears, select a query. For information about the search screen, see Search Screen. |
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To allow donors to update the amount of the recurring gift, select Allow amount updates. In the Minimum Gift Amount field, enter the minimum gift to accept when a donor changes the original gift amount. Enter “0” or leave this field blank to allow donors to enter any amount. |
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When you select Allow amount updates or Allow frequency updates, an Edit Gift Details link appears under the recurring gift entry on the donor’s giving history. |
Note: When users update credit card information, the program collects user information on secure payment pages to help you comply with the Payment Card Industry Data Security Standard (PCI DSS). For information about secure payment pages, see Secure Payment Page.
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To allow the donor to determine the frequency of the updated recurring gift, select Allow frequency updates. |
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If you select General, donors can determine the schedule for the recurring gift payment. |
Note: If you previously allowed donors to create payment schedules for recurring gifts, you may want to select the General option so donors may continue to customize their schedules. If you define multiple payment schedules for donors to select from, they will not have this flexibility.
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Select Specific to define recurring gift schedules for donors to select from. You can select “Weekly,” “Monthly,” or “Annually” as the frequency. In the On field, select a day or date donors can choose to schedule the gift. To make this frequency update available to donors, click Add Frequency. |
Note: To add multiple frequency options to the donation form, enter each custom schedule and click Add Frequency to add the new schedule to the list.
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Select Allow donor to enter ending date if donors can specify when the recurring gift ends. |
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To allow donors to update credit card or direct debit account information, select Allow payment updates. |
Note: When you select Allow payment updates, an Edit Payment Method link appears under the recurring gift entry on the donor’s giving history.
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10.
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Click Save. You return to Parts. |