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thankQ Help

Add a Giving Type

1.Click on the Giving Matrix tab under the Gift Matrix menu item

2.Right click in Definition of Givings sub list window

3.Select Add a Giving Type

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Examples of definitions for Giving Matrix are:

Giving Type

Lower Value

Upper Value

Giving Type

Lower Value

Upper Value

Minor Donor

0

1,000

0.00-50.00

0.00

50.00

Major Donor

1,000

99,999,999

50.01-100.00

50.01

100.00




100.01-500.00

100.01

500.00




500.01-1000.00

500.01

1,000.00




1000.01-5000.00

1,000.01

5,000.00




5000.01-10000.00

5,000.01

10,000.00




>10000

10,000.01

99,999,999.99

 

The matrix is displayed in Giving Type order by default.

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The 2 lists, Definition of Giving and Prospects by GivingΒΈ show 2 different views of the same data.

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You can sort the Giving Matrix by any column simply by clicking on the column header.

For example: to sort by Upper Range, click on the Upper Range column header. The sort can be flipped from either ascending (indicated by <) or descending (indicated by >) by clicking repeatedly on the same column header.

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Giving Matrix in normal order. This is the typical view before any sort is applied and is usually ordered by the Giving Type column.

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This view shows the Giving Matrix sorted by Lower Range in ascending order (<)

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This view shows the Giving Matrix sorted by Lower Range in descending order (>)