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, select Filter, select Only show active hierarchies, and select Apply. To remove the filter, select Reset. To view additional information about a designation in the hierarchy, select 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.