Display Cumulative Giving

Sarah Bock

Is there a way or a place to easily displace real time cumulative giving?  I am thinking along the lines of creating a query to display cumulative giving in the dialog box when a constituent record is opened.  I welcome suggestions and recommendations based on what others do.  Thank you.

John Heizer

Sarah Bock:

Is there a way or a place to easily displace real time cumulative giving?  I am thinking along the lines of creating a query to display cumulative giving in the dialog box when a constituent record is opened.  I welcome suggestions and recommendations based on what others do.  Thank you.

If you have the module for the Prospect tab there is "Total Given" information there.  If that is more important than the info on Bio1 you can set up defaults so that the record opens on that tab instead.  If you just want a quick way to show total giving on demand there is the sigma "Summaries" button on the toolbar that can quickly provide information with options you can set just like most reports.

Sarah Bock

Thank you for your response!  We do not have the prospects tab so we will continue to use the Summaries button.

Anne Boudreau

We have the Prospect module, but I've never seen "Total Giving" information there.  Can you point me in the right direction?

Ryan Hyde

Anne Boudreau:

We have the Prospect module, but I've never seen "Total Giving" information there.  Can you point me in the right direction?

This is one of those hiding in plain sight sort of things - I myself forget it's there usually. Just open a record, go to the Prospect tab, and look in the upper right hand hand corner. You'll see "Last Action," "Last Gift," and "Total Given" listed there.

John Heizer

Ryan Hyde:

 

Anne Boudreau:

We have the Prospect module, but I've never seen "Total Giving" information there.  Can you point me in the right direction?

This is one of those hiding in plain sight sort of things - I myself forget it's there usually. Just open a record, go to the Prospect tab, and look in the upper right hand hand corner. You'll see "Last Action," "Last Gift," and "Total Given" listed there.

 

The "Chronology" option on the Prospect Tab is another one of those great things that is often overlooked.  It gives a very useful overview of all Actions, Gifts, Proposals, Events, and Appeals for each Constituent.

Jennifer Lange

Sarah Bock:

Is there a way or a place to easily displace real time cumulative giving?  I am thinking along the lines of creating a query to display cumulative giving in the dialog box when a constituent record is opened.  I welcome suggestions and recommendations based on what others do.  Thank you.

Going to NXT any time soon? It's all over there!