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Generated from published articles20 results for “what is the grid for”
Transactions Grid Data FieldsBelow is a vertical representation of the data fields included in the Transactions Grid. The imp…Implementation & Data ConversionVolunteer Attendance Grida checkmark under the "In" to show who you have checked in as well as what time that occured, and if you are also checking people out, a checkmark under the “Ou…Volunteer AttendancePledge Reportshe amount that was written off for that pledge payment. - Frequency - what the payment frequency will be - Due Date - the due date for each pledge payment - Ple…Pledges GridCRM Module OverviewCRM (Constituent Relationship Management) Module The CRM module is where the contact and summary information are contained about the constituents. A const…Module GuidesVolunteer Registrations GridThe Volunteer Registrations grid will show the names of registrants and any guests they registered for. Sel…Volunteer RegistrationsHow do I create volunteer reports?lunteer and the related contact - Relationship Category - You can see what kind of relationships category is assigned for this relationship. - Reverse Relations…Volunteer Module & Programs OverviewHow can I use the Memberships grid?indicates that the transaction was acknowledged. - Acknowledged How - What method the membership transaction was acknowledged with. - Acknowledged Date - What d…Membership Grid and PurchasesHow do I delete an event attendee?nce grid Option 1 - Applying a Cancelled Status to the purchase Use this method when there is only one attendee linked to the purchase. If there are multiple at…Managing EventsTransaction & Fundraising Reportsrange “Year-to-Date" from the Quick Query sidebar. It doesn’t matter what order you make your selections in this case. Once the data is populated on the grid y…Transactions GridEvents Module Overviewe financial transaction information related to event purchases and registrations. To view the data, an event must first be selected from the queries column in t…Module GuidesCreating a View with the View Builderselect which columns are shown or hidden within your view as well as what order they should appear in. The left-hand column called, “Available Columns,” will s…ViewsTransactions Module OverviewThe Transactions & Invoices Module is where you can see and manage all transactions that are recorded in the software and per…Transactions Module Overview & Basic InformationWhat is the Pledges grid?The Pledges grid is an overview of all existing pledges, with the amount due, amount paid and remaining bal…Pledges GridGlossary of Terms Used in AssociationSphereWithin the Time Tracking feature, categories can be used to identify what areas and activities a volunteer supported your organization. All category picklists…Implementation & Data ConversionMembership Process and Modules Overviewmbership owner's grid, you will also see all the group members names. What is the Difference Between a Constituent and a Member? All contacts in your database a…Basic Membership InformationHow do I send letters from the Event or Event Attendance grid?You can send letters to your event registrants (purchasers) using the Events grid or to your event attendees using the Event Att…Mail Merge Event and Event Attendance TemplatesWhat can I do on the Membership Attendance grid?e software as an event, you can use the Membership Attendance grid. This grid allows you to check-in and check-out active members based on a specific date. Ther…Membership AttendanceHow to create a new view directly on a gridd you have a variety of options to manipulate the columns on grid and what data is shown. Just above the grid you have menu options such as Filter and Sort. By…ViewsTransactions and Invoicing Module Overviewship page is where the names of the sponsorships are set up including what tasks (or deliverables) are required, and establishes the follow-ups required for the…Module GuidesVolunteer Registrations Grid ReportsBuilding reports from the Registrations grid is done using the same features as the Events grid including using the Qui…Volunteer Registrations