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▪️ New Gift Entry is the standard in pc button.

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▪️ New Entry is the modified one.

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  1. Click New Entry to manage Gift Entries.

  • Under the Donor Set Gift Information section input the barcode that can be found in the Campaign Member record. The system will then automatically display the necessary details.  

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o  The

o  In the Gift Type field will be automatically populated with the relevant information as soon as the barcode of the gift is scanned select whether the Individual or Organizational/Household field.

Note:  For Individual gift type, select a person’s account as a donor. For Organizational/Household, select a business account

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o  Select Donation Type:
For recurring donations select Recurring
For one-time donations select One-off.

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When Recurring is selected the Start Date, Transaction Period, Transaction Interval , Transaction Day and End Date fields will display.

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  • Under the Add or Edit Donor Details section, these fields are auto-populated once the barcode is entered. If some of the information is missing, please fill it out otherwise it will not proceed to the next process.

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o   In the Set Gift Received Date field, select the date when the gift is received.

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  • In the Set Gift Information section, the Outreach Source Code and Campaign are auto-populated as you enter the barcode.

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o  For the Payment Method, you can choose which way would you like to pay.

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