Custom Gift Fields

Fields and prompts can be created and directly associated with individual gifts.

By setting the scope of a custom field to Gift, institutions can store custom information about a gift. These custom gift fields can be limited to display by the gift's category (Gift, Pledged, or Planned).

To select which where to display the custom gift-scoped field, select Gift, Pledge, or Planned Gift from the Gift Tabs Insert option that appears once the scope of the field has been set to Gift:

Custom_Gift_Field_by_Category.PNG

A custom gift-scoped field may appear on a single tab, two tabs, or all three tabs. If no tab option is selected, the field will appear in all three gift categories. 

Was this article helpful?
0 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.