Revenue and Recognition

To view a snapshot of a constituent’s revenue information, from the constituent record, select Revenue and recognition under More information. The Revenue and Recognition page for the constituent appears.

Note: When a constituent has an active constituency of Donor in the profile summary frame of the constituent page, you can also select that link to access the Revenue and Recognition page.

The Revenue and Recognition page displays detail information from the constituent record, such as contact information, lookup ID, and active constituencies. You can also view information about revenue associated with the constituent, such as gifts, recognition credits, and matched gifts. You can also set up the constituent’s recognition defaults.

To help you navigate through this information, the Revenue and Recognition page contains multiple tabs.