Hierarchies
When you create designation hierarchies to manage and track your fundraising purposes, you can view designations associated with the fundraising purpose from the Hierarchies tab.
To reduce the number of hierarchies that appear in a grid, you can filter the grid to view only hierarchies assigned specific report codes. On the action bar, select Filter, select the report codes of the hierarchies to view, and select Apply. To remove the filter and view all hierarchies in a grid, select Reset.
Under Hierarchies (Non-revenue), the hierarchies that do not accept revenue toward the fundraising purpose appear. To view additional information about a hierarchy, select the hierarchy name. The record of the hierarchy appears. For information about the items on this record, see Designation Record.
Under Revenue designations, the hierarchies that accept revenue toward the purpose appear. To view additional information about a hierarchy, select the hierarchy name. The record of the hierarchy appears. For information about the items on this record, see Designation Record.
From either grid, you can add new designations to a hierarchy or activate inactive designations in a hierarchy.
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Mark a Designation as Active on page 1
When the fundraising purpose is a top-level designation in a hierarchy, the Hierarchy tab appears. Under Fundraising hierarchy, you can view the hierarchy that supports the designation.
To view only active designations in the hierarchy, select Filter, select Only show active designations, and select Apply. To remove the filter, select Reset. To view additional information about a designation in the hierarchy, select the designation name. The designation record appears. 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.
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Mark a Designation as Active on page 1