Design Transaction Manager
For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
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Under Select the tabs to display on the Design tab, select whether to display the History tab, Active tab, or both. |
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To display the donor's previous transactions, select History tab.
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To display the donor's current pledges, select the Active tab.
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To display the donor's giving history and current transactions, select Both tabs. In the field that appears on the right, select the default tab to display when the donor opens the web page.
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Under Configure results, in the Results per page field select how many gifts to include on each page of the giving history. |
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3.
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Under Choose the gifts to display, select the gifts to include in the giving history. |
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To include all gifts, select All gifts. |
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To filter the gifts on the Transaction Manager part, select Custom filtering criteria. |
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To select the gift types, campaigns, funds, or appeals to include in the giving history, click the binoculars. On the screen that appears, select your filter criteria. |
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To use a gift query from The Raiser's Edge to filter gifts, select Gift query. |
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To select a query, click the binoculars. On the search screen that appears, select a query. For information about the search screen, see Search Screen. |
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To include soft credits, select Include soft credits. |
Note: By default, soft credits appear with the label “(Soft Credit)” in the giving history. You can enter a new label in the Soft Credit Gifts field under the Transaction Manager — Item Flags category on the Language tab. For information about soft credits, see Credits.
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To include pending transactions from your website, select Include pending online transactions. |
Note: For pending online transactions, only the gift amount, payment method, and gift date appear in the giving history. Other details do not appear until you process gifts.
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To include unpaid event registration fees, select Include unpaid event registrations. When you select this option, the Configure event fee payment field appears. |
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Under Choose the columns to display, select the columns to include in the giving history. |
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To display the default Date, Gift Type, Fund Description, and Amount columns, select Default. |
Note: The Gift Type column includes pending transactions. To avoid redundancy, you can exclude the Pending column if you include the Gift Type column.
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To include specific columns, select Custom. |
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Click Add Column and select each column to include in the giving history. To edit a column, click the column title in the list that appears. You can reposition the column or delete it from the giving history. |
Note: An Export button appears on the web page so a user can export his active gifts and his giving history. The columns you select to display from this option are the columns that appear in the export output.
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Under Choose the summary information to display, select Include gift totals section to include a summary section that displays gift totals. |
Additional options appear so you can select the columns to include in the summary section.
Tip: The Include soft credits total and Include donation amount total checkboxes appear when you select Include soft credits under Choose the gifts to display.
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To allow website users to make payments against outstanding pledges, under Configure pledge payment, select the web page that contains the donation form to use for pledge payments. |
Warning: You must select a donation form that includes a valid merchant account. You should not select a donation form that requires only the Pledge (Bill me later) payment method because website users cannot pay a pledge with another pledge. For more information about bank merchants, see Merchant Accounts.
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Click Save. You return to Parts. |