Enter a batch as you would normally do, then on Batch Item click the “Tributes” option
2. Tribute details screen pops up.
Field | Data | ||
|---|---|---|---|
If Contact to receive the tribute is a constituent | If Contact to receive the tribute is NOT a constituent | ||
Contact: | Choose the contact to receive the tribute | Tributee Name: | Type in the name of the person to receive the Tribute |
Type: | choose either: In Honor (for deceased contact) In Memory (for living Contact | ||
Description | any description goes here | ||
Contact: | Enter the contact to notify | Notifyee Name: | Type in the notifyee name |
Greeting | Type in the notifyee greeting | ||
Street Line 1: | Type in the notifyee street line 1 | ||
Street Line 2: | Type in the notifyee street line 2 | ||
Street Line 3: | Type in the notifyee street line 3 | ||
City | Type in the notifyee city | ||
State/Province: | Type in the notifyee state | ||
Zip Code: | Type in the notifyee postal code | ||
Country: | Type in the notifyee country | ||
3. Enter the necessary details and click save
4. Tribute is indicated
5. Close the Batch. Tribute can be found as a related list on the Batch item and on the Gift/Pledge record
6. You can add more than one Tribute by clicking the New button on the Tributees related list. In fact you can add the tribute even after batch has been closed
7. Notification can be found on each tribute as a related list.
8. To send an actual notification, an Apsona report can be developed.
Caveats:
You can’t have separate tribute for multiple designation (i.e. per designation you want a particular tribute). To work around this, split the gift into multiple gifts. This goes without saying that Tribute is at Gift Level and not at the Transaction level.