AssociationSphere

When entering or editing a gift, set the Pending field to “yes.” Select the pending type and enter a memo if you’d like. Once the gift becomes finalized, yo...

Yes, you can add a new pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on “New/Edit." Type i...

Yes, you can edit or delete a pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on “New/Edit”. To...

Yes, you can change the order that the pending types appear when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on...

Locate the Pending column on the gifts grid and set the filter for the column to “is true”. This will filter the grid to just the pending gifts.