Matching Claims with Corp. Totals

Matching Claims with Corp. Totals allows the user to view an organization's matching claims as well as those matching claims of the company's subsidiaries.

To display the Matching Claims with Corp. Totals View for an organization:

1. Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile.

2. Expand 'Giving' on the Entity Profile Page Tree.

3. Click 'Views' and the Views Form displays.

4. In the Views Form, click the 'Matching Claims with Corp. Totals' row on the list and the detail displays.

Data Fields:

These fields are described in the 'Matching Claims' topic.