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Contacts: Creating a Tribute through the Tribute Feature
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on 1/30/2024 11:24:00 AM

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



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