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Reference

Statuses, permissions, and what Fundraising does automatically.

4 articles

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4 articles shown

  • Fundraising Figures Reference

    What each figure on the Fundraising overview and campaign pages counts and totals, with the parameters it takes, so you can check that a tile or chart column means what you think it means.

  • Fundraising Permissions Reference

    The permission keys behind Fundraising's Console pages and query actions, including which are generated automatically for every Fundraising service and query type, and which are checked nowhere today.

  • Pledge Fields, Statuses, and Save Rules

    How Rhythm recalculates a pledge's amount outstanding on every save, which four statuses a pledge can have, and how pledge numbers are assigned.

  • Recurring Gift Fields, Statuses, and Frequencies

    What each recurring gift status and frequency means, what the recurring gift page's header figures show, and what is on its Financials and Linked Gifts tabs.

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