Origination Settings
You can use constituent origin information to track the source for the constituent record.
If a constituent is added at the same time revenue is added (a new constituent gives a gift, for example) or if a constituent has no source information and revenue is added (an existing constituent with no revenue history gives a gift, for example), a default constituent source code may be assigned which is tied to the revenue. To view or manage the default source code, from Constituents, select Origination settings under Configuration.
To view or edit constituent origin information from a constituent record, select History under More information. On the Origin tab, select Edit. You can edit or select a constituent source. You cannot edit the date the record was added. Origination information also appears in Query so you can analyze your data and measure and compare the effectiveness of your constituent sources.
Assign a default constituent source for revenue
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From Constituents, select Origination settings under Configuration. The Origination Settings page appears.
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On the action bar, select Edit. The Edit constituent source code for revenue screen appears.
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Select the default source code to assign to a constituent added at the same time as a revenue transaction or when the constituent has no source code defined at the time revenue is added.
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Select Save. When users add revenue for a constituent with no source defined, the program automatically assigns the default constituent source code for revenue.