Gift Search
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Overview of FR012INQ
When you click the Search icon, the Gift/Misc Revenue Search screen will launch:
You have multiple options by which to search. They include:
Field | Description |
---|---|
Master ID | To search gifts by master ID, enter the ID number here or click the Search icon to launch Name/Address Inquiry |
PIN | To search gifts by PIN, enter the ID number here or click the Search icon to launch Name/Address Inquiry |
Promo type | To search gifts associated to a particular promo type, type the code in this field or click the list icon to select from a list of active promo type codes in the system |
Gift date/thru | Enter the beginning and/or date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Promo src | To search gifts associated to a particular promo source, type the code in this field or click the list icon to select from a list of active promo source codes in the system |
Amount/thru | To search by gift amount, enter the beginning and/or ending amount of the range you wish to search |
Desig 1 | To search gifts associated to a particular designation 1, type the code in this field or click the list icon to select from a list of active Desig 1 codes in the system |
Desig descr | If you wish to search by designation description, enter the text in this field |
Desig 2 | To search gifts associated to a particular designation 2, type the code in this field or click the list icon to select from a list of active Desig 2 codes in the system |
Gift memo | To search by gift memo, enter all or some of the memo text here |
Fund # | To search by fund number, enter the fund number or click the list icon to select from a list of active named funds in the system |
G/L account | Enter the GL account you wish to search for, or click the list icon to select from a list of active GL accounts in the system |
Appeal | Enter the appeal ID or click the list icon to select from a list of active appeals in the system |
Gift state | To search by Gift state, type the state code or codes, separated by commas, or click the list icon to select from a list of state codes in the system |
Check # | To search by check number, enter the check number here |
When you have entered your search parameters, click Search. The results will appear as such:
To view a gift's detail, you can click it once to highlight and then click Select, or double-click the line. This will launch the Gift Entry screen in View mode for this gift.