Difference between revisions of "FR503"
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=='''Overview of FR503'''== | =='''Overview of FR503'''== | ||
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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 | ||
To run the program: | To run the program: |
Revision as of 13:01, 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 | ||||||||||||||||||||||||||||
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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.
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