| 1. | From the prospect’s Wealth and Ratings page, select the Giving tab. |
Note: To access this tab, run a prospect search for the constituent record for which you want to view giving information. The prospect's Wealth and Ratings page appears. Select the Giving tab.
| 2. | Expand the Giving to my organization section. |
| 3. | Click Edit. The Edit giving to my organization screen appears. |
| 4. | From here you can change: |
| a. | Total giving amount |
| b. | Total number of gifts number |
| c. | And information about the Largest, First, and Latest gifts. |
| 5. | To save your entry and return to the Giving tab, click Save. |