View the Source of a Gift from the Gift Detail Page

This article provides steps to locate and view the source of a gift from the Gift Details page.

A gift can be created and given from different sources, such as the web, physically given or by texting to give. The source of the gift can be located and viewed on the Gift Detail page.

Complete the steps to locate and view the Source of a Gift from the Gift Details page:

1. From Giving go to Accounts.

2. Search for and click to open the desired Account to view the Account Details.

3. On the Account Detail screen, scroll to Upcoming Contributions.

4. Click on a Gift to view the Gift Details.

5. The gift source is located on the Gift Detail card.

Check this out for more information about Tracking Gifts by Source. Gifts are also displayed in the source chart on the Giving Detail report.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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