Member Giving History tab
If you select to include Giving History in your Chapter Manager part, managers can create a Giving History list for individual members on the site.
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To include giving history information, select Display Giving History. |
Note: Review the table in Chart: Display Profile Update and Display Giving History to learn about the features on your chapter pages when you do not select Display Profile Update and Display Giving History, select both checkboxes, or select one checkbox and not the other.
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In the List Name field, enter the name for the Giving History for your website. |
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In the Message box, enter message information to appear below the Giving History name on your site. |
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In the Filtering Options frame, to select the filters for giving history information, click Modify. You can narrow results by Gift Types, Purposes, Designation hierarchies, and Appeals. |
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To include recognition credits in the giving history, select Include Recognition Credits. |
Note: If you select to include recognition credits, revenue without a recognition credit is excluded from the giving history. If you select to filter by designation or appeal, the filter applies to recognition credits. If the revenue has multiple designations, all recognition credits appear. This occurs even if one of the designations is not included in your giving history designation filter.
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In the Descriptive Text field, enter the text to display in the giving history to indicate a recognition credit. For example, enter “recognition credit.” |