Design Transaction Manager
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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Under Configure results on the Design tab, in the Results per page field select how many gifts to include on each page of the giving history. |
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Under Choose the gifts to display, select the gifts to include in the giving history. |
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To include all gifts, select All gifts. |
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To filter the gifts on the Transaction Manager part, select Custom filtering criteria. |
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To select the gift types, campaigns, funds, or appeals to include in the giving history, click the binoculars. On the screen that appears, select your filter criteria. |
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To use a gift query from The Raiser's Edge to filter gifts, select Gift query. |
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To select a query, click the binoculars. On the search screen that appears, select a query. For information about the search screen, see Search Screen. |
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To include soft credits, select Include soft credits. |
Note: By default, soft credits appear with the label “(Soft Credit)” in the giving history. You can enter a new label in the Soft Credit Gifts field under the Transaction Manager - Item Flags category on the Language tab. For information about soft credits, see Credits.
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To include pending transactions from your website, select Include pending online transactions. |
Note: For pending online transactions, only the gift amount, payment method, and gift date appear in the giving history. Other details do not appear until you process gifts.
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To include unpaid event registration fees, select Include unpaid event registrations. When you select this option, the Configure event fee payment field appears. |
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Under Choose the columns to display, select the columns to include in the giving history. |
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To display the default Date, Gift Type, Fund Description, and Amount columns, select Default. |
Note: The Gift Type column includes pending transactions. To avoid redundancy, you can exclude the Pending column if you include the Gift Type column.
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To include specific columns, select Custom. |
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Click Add Column and select each column to include in the giving history. To edit a column, click the column title in the list that appears. You can reposition the column or delete it from the giving history. |
Note: An Export button appears on the web page so a user can export his active gifts and his giving history. The columns you select to display from this option are the columns that appear in the export output.
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Under Choose the summary information to display, select Include gift totals section to include a summary section that displays gift totals. |
Additional options appear so you can select the columns to include in the summary section.
Tip: The Include soft credits total and Include donation amount total checkboxes appear when you select Include soft credits under Choose the gifts to display.
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To allow website users to make payments against outstanding pledges, under Configure pledge payment, select the web page that contains the donation form to use for pledge payments. |
Warning: You must select a donation form that includes a valid merchant account. You should not select a donation form that requires only the Pledge (Bill me later) payment method because website users cannot pay a pledge with another pledge. For more information about bank merchants, see Merchant Accounts.
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Click Save. You return to Parts. |