Difference between revisions of "FR503"
Tblackwelder (talk | contribs) |
Tblackwelder (talk | contribs) |
||
Line 1: | Line 1: | ||
=='''Overview of FR503'''== | =='''Overview of FR503'''== | ||
− | + | **THIS PAGE IS CURRENTLY UNDER CONSTRUCTION** | |
Giving Goals Creation (or Copy Giving Goals) allows for the easy creation of giving goals from one year to the next. It allows you to be able to create $0 giving goals. It will auto generate constituents’ information for a year based off of another year. If a giving goal already exists for the new year, no new goal will be created. If a giving goal does not exist for the new year, then the goal will be created for that constituent with an amount of $0. The corresponding report will list goals that have been created | Giving Goals Creation (or Copy Giving Goals) allows for the easy creation of giving goals from one year to the next. It allows you to be able to create $0 giving goals. It will auto generate constituents’ information for a year based off of another year. If a giving goal already exists for the new year, no new goal will be created. If a giving goal does not exist for the new year, then the goal will be created for that constituent with an amount of $0. The corresponding report will list goals that have been created |
Revision as of 12:59, 3 August 2015
Overview of FR503
- THIS PAGE IS CURRENTLY UNDER CONSTRUCTION**
Giving Goals Creation (or Copy Giving Goals) allows for the easy creation of giving goals from one year to the next. It allows you to be able to create $0 giving goals. It will auto generate constituents’ information for a year based off of another year. If a giving goal already exists for the new year, no new goal will be created. If a giving goal does not exist for the new year, then the goal will be created for that constituent with an amount of $0. The corresponding report will list goals that have been created To run the program:
- From the DDI Connect main menu, double-click Connect-FR
- Double-click Giving Goals
- Double-click 503 Giving Goals Creation (or Copy Giving Goals). The parameters screen will launch:
You have these options:
Field | Description | ||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Copy year: | Enter the year you would like to copy from and the year you would like to copy to | ||||||||||||||||||||||||||||
Sort by | Use the drop down menu to decide how you want the report sorted | ||||||||||||||||||||||||||||
Update Giving Goals | }
Print OptionsAfter clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
|