Gift Entry - Needing Updates

In the Gift Transaction tool, gifts may be classified as Needing Updates for several reasons, all of which can be grouped into two categories: Contact data and Gift data.

Updates to Contact data may include name or address corrections, adding a Contact to an Organization Group, or adding Tags. These updates are entirely optional.

Updates to gift data may include corrections to Segment or Project codes, or notifications that a Gift may be matched to an existing Pledge. Gift updates are not optional; any items marked in red must be addresses in order to move forward.

Once all updates have been made, click "Save & Go to Next Record." If all the necessary corrections have been made, the record will be moved to the Ready to Import category.

Once all Gifts are Ready to Import, the Import button will be active and the Gift Batch may be imported.

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