thankQ Help

The options available will depend on the access rights of each user.

Add a Payment

Opens the Payment form so that you can add a new payment record for this contact. For additional information on how to add payments please see Batch Processing.

Add a Pledge

Opens the New Pledge form so that you can add a new pledge record for this contact. For additional information on how to add pledges please see Create a New Pledge.

Add a membership

Opens the Membership form so that you can add a new membership record for this contact. For additional information on how to add memberships please see Create a New Membership.

Add a SourceCode

Opens the Source Code form and allows you to create a Source Code based on the configured Lookup Values. For more information on this please see the following Create Source Codes using Lookup Values.

Bank & Card Details

Loads the Financial Details form for this contact. For more information see Edit/Remove Bank Details.