In addition to navigating directly to an entity’s giving history via the Giving Summary window, you can perform a lookup to find entities based on their Donor Total history.
How Do I Perform a Template Lookup?
How Do I Perform an Advanced Lookup?
Data Fields:
|
Total ID |
The name of the Donor Total you wish to look up. Values in this drop-down list are validated against the Donor Totals Header Database Table (zz_dt_header) |
|
Year of Giving |
The year of giving for the donor total record you wish to look up. |
|
Total Amt |
The amount of the donor total record you wish to look up. |
|
Col 1-4 |
These fields are configurable by each institution or organization and may contain site-specific information you wish to look up. |