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.