Hierarchies

The Hierarchy tab appears on the record of a Total designation. Under Fundraising hierarchy, you can view the designations included in the hierarchy that support the Total designation.

To view only active designations in the hierarchy, click Filter, select Only show active hierarchies, and click Apply. To remove the filter, click Reset. To view additional information about a designation in the hierarchy, click the designation name. For information about the items on this record, see Designation Record.

From this tab, you can add and manage designations on the hierarchy as necessary.

Add Designations and Designation Hierarchies

Delete a Designation

Mark a Designation as Active or Inactive

Mark a Designation as Active