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Generated from published articles20 results for “creating new transactions within a household record”
Creating a Household Constituent Record…displayed across the various grids within a Household record. A new Household record can be created a few different ways, either on the main…Household Records · 2 min readAdding Household Members…this on will allow for any future transactions created under the Head of Household’s Constituent record to automatically be soft credited t…Household Records · 10 min readHousehold Record’s Tabs of InformationWithin a Household record there are several tabs of information that are available to you. Each of these tabs will be a collection of data f…Household Records · 2 min readHow do I add a new row for a split transaction?Below the Split Transaction toggle, click on the blue gift box icon. It will say “Add Split Gift” when you hover over it.Split Transactions · 1 min readCan I change the Head of Household for a Household record?The Head of Household (HOH) cannot be changed in a household record, however, you can delete the household record and create a new one. This…Household Records · 3 min readHow do I create a new relationship?…indow. Rel5.png You can also add a new relationship from within a constituent's profile record by going to their Relationships tab and click…CRM- Relationships · 3 min readHousehold Mail Merge Letters…f Year Tax letter. Doing so with a Household would allow for all the transactions across each of the Household members to be included within…Household Records · 1 min readHOH Editing Household Relationships from the Advanced Portal…button at the bottom of the page. Within their portal account, the Head of Household will see a new menu option called “Household.” Once on…Household Records · 2 min readHow can I create an invoice for an event transaction?…urchase status will be Pending. To create an invoice for an event transaction with an outstanding payment due, you will create a new invoice…Invoices Grid & Managing Invoices · 2 min readDoes the online transaction get recorded into AssociationSphere automatically?…r event form will be automatically recorded into AssociationSphere. The software will look for a matching constituent in the database using…Managing Online Transactions & Donations · 1 min readHow do I enter a new Time Tracking Record?On the Time Tracking grid, click +New and then Service to add a new record. On a constituent's Time Tracking tab, click on the Add Service b…CRM- Time Tracking · 2 min readWill I be notified when a new online transaction is made?…to receive an email when an online transaction is made, you will be notified. To set this option on a Donation Page, go to the Donation Page…Managing Online Transactions & Donations · 1 min readBatch Update Records - Transactions…ons menu and click on Batch Update Records. Available only from the Transactions Grid, you can elect to batch update groups of transactions.…Batch Updates · 1 min readWill the Matching Transaction create a pledge for the matching constituent?…, a pledge or donation will not be recorded on the matching constituent’s record when a contribution is identified as eligible for a matchin…Matching Gift Transactions · 1 min readHow do I enter payment on pay later membership transaction?…n the Memberships - Detail grid or within the constituent record of the Head of Household or membership owner on their Memberships tab. On t…Membership Grid and Purchases · 2 min readHow are the transactions created in Quickbooks?The transactions will be created depending on your mappings. If you export the Detail version - it will create individual transactions for t…Exporting to QB · 1 min readHow can I tie a proposal to the grant transaction record?…ate to save the changes. Enter the new transaction or edit the transaction that has been entered associated with the grant and toggle the Gr…Grants · 1 min readHow do I create a new Peer-to-Peer Campaign?…to make a copy of the campaign. To create a new campaign (not a copy), click on +New , then + Campaign to start a new campaign from scratch.…Overview & Setup · 12 min readHow to create a new view directly on a grid…n that menu select Save View As to create a brand-new view. Or, to apply those updated filters and sorts to an existing view you can click S…Views · 3 min readHow do I create a new Event?To create a new event you can navigate to Workspace Events Event Pages. Once there you can click on the "+New" menu and select Event Page to…Creating & Editing Events - Event Pages · 3 min read