Streamlined Gift Entry

Streamlined gift and pledge entry provides gift entry operators with a user friendly and simplified process for entering gift and pledge transactions, which includes the ability to create associated donor rows on the main gift and pledge entry form, thereby eliminating the need to save the primary row and associated donor rows individually. In addition to an avenue that allows operators to quickly and efficiently enter gift and pledge transactions, streamlined gift and pledge entry provides flexibility, easy entry of transactions with multiple donors and/or allocations and new defaults for expediting the entry process. When additional tender details are needed, entry is performed via a pop-up box, eliminating the need to scroll down as in classic gift and pledge entry. The streamlined gift and pledge entry process does not aim to replace the classic gift and pledge entry process.

Each institution can determine whether they wish to use classic gift and pledge entry forms or the streamlined gift and pledge entry form. Each user can determine, at their discretion on a batch-by-batch basis, whether they wish to accept the default setting set by the institution, or toggle to the other method. This design attempts to organize fields into appropriate sections and displays sections in a logical order providing more efficient keyboard navigation. Fields that are required and are often/always used are near the top of the form, while fields that are less often populated and/or usually default are located lower down on the form. As with all other forms and applications in Advance, streamlined gift and pledge entry forms and applications can be modified using the Configuration Utility.

Depending on the value of system option 375, the Batch Control form will appear with the Streamlined Gift check box checked or unchecked. When system option 375 is enabled, the check box will be checked by default and when the system option is disabled, the check box will not be checked by default. You can toggle the check box to fit the particular needs of that batch, if they differ from other batches. Once a transaction is saved in the batch, the check box cannot be changed.

When the box is checked, the streamlined gift and pledge entry process can begin by clicking Gift & Pledge Entry from the Page Tree. In addition to the various attributes that can be entered on this new form, when you save the record, you can access additional forms by clicking the appropriate hyperlink from the Page Tree or the Gift Summary form above. At this time, Streamlined Gift Entry is not for use with entering Matching Gifts and Claims, Reversals or Modifications.