The Giving Records page is a centralized hub for tracking all giving records all in one place. On this page you can access the full history of gifts and pledges and search records by things like donor name, fundID, subject, campaign, and amount.
Giving Records can be accessed via the Fundraising tab in the main navigation menu.
Any Gifts, Pledges or Recurring Payments made by donors are accessible on this page. The search bar allows you to look up any data that is already visible in the columns displayed (i.e. donor name, subject, fund ID, campaign name, etc).
The Amount column will display a dollar icon if the recorded Gift is a re-occurring one.
If a Pledge has been fulfilled, the Amount column will display a checkmark.
If a donation was made via Online Payment, the Amount column will display a credit card icon.
Clicking on the donor's name from this page will take you directly to the Donor record.
Alternatively, hover over the donor name and you can open details in a side panel
If it was made online, clicking on it will populate a receipt with the payment details.
Working from the Giving Records page
Adding a record here
Click + Add New to log a gift without opening a donor record first.
The form is the same one you get from a donor's Activity tab, with one addition at the top: a Donor field, since AwardSpring does not yet know who the gift belongs to. Start typing to search, and select the donor.
This is the faster route when you are entering a batch of gifts from different donors, for example a stack of checks from the mail.
Filtering the list
Click Filters to narrow what the list shows.
Choose a field under Filter by, then set the value you want. Filters you add appear under Applied Filters, so you can see what is active and remove any of them.
Choosing columns
Click Columns to change what the list displays.
Tick a field on the left to add it. Selected fields appear on the right, where you can drag them into the order you want or remove one with the bin icon. Donor is locked and always shows first. Reset to Default returns the list to the standard columns.
Note: the fields available under Filters and Columns depend on your site. Alongside the standard fields, your own custom gift fields appear here too, so your list will not look identical to the examples above. In the screenshots, Gift Designation Notes, Tribute Type and Matching Company are custom fields created in Settings > Donor Profiles > Custom Fields (Giving).