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Assigning Gift Tags to a Gift

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Assigning Gift Tags to a Gift

  1. Navigate to the Gift View. Gifts details may be viewed through a Contact record or through Transactions and Gifts, Campaigns, Appeals, or Funds.

  2. Click on the pen icon at the top of the gift record to add gift tags.

  3. Search for the gift tag you wish to add. If adding an existing tag, click on the tag from the drop-down to add to the gift, then close out of the prompt box. To create a new gift tag, type in the name of the gift tag you wish to add, and once no results appear in the drop-down, click on the (new) option that appears to add the gift tag.

  4. To remove a gift tag, simply click on the pen icon and click on the (x) corresponding to the badge you want to remove.