Learn about our newest features and enhancements!
Contacts: Creating a Tribute through the Tribute Feature
Authored by:
on 5/29/2024 2:35:00 PM

Creating Tribute from Tribute Screen

Creating Tributes can be done in two ways, when creating the transaction or through the tribute screen then linking the tribute to the transaction.

Step 1: To create a tribute from the tribute screen, navigate to the Donations App > Tributes > Search & Manage and click Create New.

Step 2: You will need to enter all of the required fields:

  1. the Name of the tribute,
  2. the Type of tribute (defaulted to Behalf),
  3. and the Contact who is making the donation.
  4. Click SAVE to secure your changes.

Step 3: Once the tribute is created, you can begin to assign transactions to the tribute record. 


Return to: Contacts: Comprehensive Guide for Usage and Management of Tributes

Related Articles

Powered by Powered By CharityEngine