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Video: Automatic Actions-View Details

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Video: Automatic Actions-View Details

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Automatic Actions for New Gifts — View Giving/History Details

An overview of the new "View Details" display on both the TNT Tab and the History Tab. This feature has always been available on the menu, but is now more readily available on each contact's Contact View.

See Also

View Details help topic

All of the videos in the Automatic Actions Series

 

View

Overview

 

View

Support Development Principles & Biblical Basis

 

View

First Gift (or First Gift of new pledge amount)

 

View

Extra / Less (gift above or below normal pledge amount)

 

View

Special Gift (for non-partner, or anyone in response to a Special Gift Appeal)

 

View

Delinquent / Recontinue (for partners who have missed gifts)

 

View

How to handle Sporadic Givers

 

View

Partners who give on a Large Time Frame

 

View

Partners who have not been thanked in some time

 

View

Automatic Update of Tasks (update date/description, instead of duplicating tasks)

(this one)

View

View Details (see giving/history details of your contacts)




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