Custom Gift Fields
- 23 Nov 2023
- 1 minute read
- Print
- DarkLight
- PDF
Custom Gift Fields
- Updated 23 Nov 2023
- 1 minute read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Fields and prompts can be created and directly associated with individual gifts.
By setting the scope of a custom field to Gift, institutions can store custom information about a gift. The Giving Tabs Insert list defines the visibility of the field for gifts, pledges, or planned gifts. To select where to display the custom gift-scoped field, select Gift, Pledge, or Planned Gift from the Gift Tabs Insert option that appears after setting the Scope to Gift.
A custom gift-scoped field can appear on a single tab, two tabs, or all three. If no tab option is selected, the field will appear in all three gift categories.
Was this article helpful?