The Gifts View offers an easily-filtered table of gifts. The best way to discover the features of the Gifts View is to just select it and start clicking around. Try different filters to see the results.
Filters
The Gifts View shares the same robust filtering features found on the History View, including:
| • | Selected date options ranges or any custom date range |
| • | Type of Gift [Synced with your organization, Pending sync, or Offline (Manual) gift] |
| • | Designation (if using TntConnect Pro) |
| • | Just the Current Group present in the Contacts View |
| • | Name of donor or any text in the gift table (by typing in the Yellow box above list of gifts) |
You can change the displayed sort order (such as by name, date, amount, etc.) by clicking on the header cell in the table:
Edit & Delete Gifts
You can right-click to edit or delete any single gift (or, in some cases, multiple gifts if selected), in the same way you can edit/delete gifts displayed on the TNT Tab. Remember: Deleting a gift in this list does not just remove it from the displayed list... it also deletes it from the database entirely!
Read more about editing and deleting gifts.
Export Gift list to Excel
Right-click on any selected gift(s) to Send to: Excel. You can also press the button at the top: "Export all rows to Excel" or "Export selected rows to Excel" if you have multiple rows selected.
Because you can filter and display any number of gifts for any time frame—including forever—this ability to export offers much value to those who like to do analysis in Excel!
Lookup Contacts
Right-click on any contact to lookup either all contacts or just the selected ones.