Basic Transaction Information

What is a transaction?
A transaction can be a donation, pledge, invoice payment, or event, membership, or auction purchases. All transactions are shown in the Transaction Grid und...
Thu, 14 Jul, 2022 at 11:30 AM
What are the transaction types?
There are 9 different transaction types to select from. They are: General – a one-time cash donation. Cash donations include payments made by check, credi...
Thu, 14 Jul, 2022 at 11:54 AM
What is the Transactions Grid?
The Transaction Grid in the Transactions and Invoices Module shows all of your transactions across all constituents and all the different modules. Transacti...
Thu, 14 Jul, 2022 at 12:30 PM
How do I add a transaction?
There are multiple ways to create a new transaction. Transactions can be added from any of the main grids in the CRM Module including Constituents, Interac...
Fri, 15 Jul, 2022 at 4:06 PM
How do I find the Transaction Grid?
To get to the Transactions Grid you will go to the Workspace Menu, then the Transactions and Invoices Module. From menu select Transactions to open the grid...
Fri, 15 Jul, 2022 at 4:10 PM
How do I see the transactions for a specific constituent?
You can see all of a constituent's transactions in their record under the Transactions Tab. You can also see transactions for a specific const...
Fri, 15 Jul, 2022 at 4:18 PM
How do I delete a transaction?
Prior to deleting a record, be sure to screen print or jot down applicable information before deleting. Deleted information is not recoverable.  A transact...
Fri, 15 Jul, 2022 at 4:36 PM
How do I edit a transaction?
From the Transactions Grid or from the constituent's Transaction Tab, click on the dollar amount for the transaction to be edited. The transaction ...
Fri, 15 Jul, 2022 at 4:34 PM
Can the Transaction Grid be exported?
Yes, you can export your transaction information to an Excel file by selecting Actions and then selecting Export to Excel File.  The excel spreadsheet s...
Fri, 15 Jul, 2022 at 4:46 PM
Why is there something already in the Family dropdown box when I enter a new transcation?
If a family name has been filled in on the profile of the constituent, the family field on the transaction entry form will already be filled in with that in...
Fri, 15 Jul, 2022 at 4:50 PM