thankQ Help
The Bequest/Legacy Information form is used to set up and maintain all information relating to Bequests. It is accessed via the Bequests/Legacies icon in the Finance module.
In the form key area of the form, the details of the Legacy/Bequest are recorded.
Legacy/Bequest ID |
This Id is automatically allocated by thankQ when the Bequest is created. |
Contact/Estate of |
The Serial number of the Organisation record of the Estate of the deceased. |
The Late |
The Serial number of the Individual record of the Deceased. |
Name |
The name of the Estate of the deceased person will be displayed by thankQ. |
In the tab area there are three tabs:
Bequest |
Serial Number and Name of Deceased individual and Serial Number and Name of Estate. |
Legacy/Bequest Details |
This is where the details of the Legacy such as Legacy Type, Key Dates, Key Associated Contacts and values are recorded. |
Notes and Audit |
This is where Notes and Audit information such as the Record Creator, and the Modified By and Dates are recorded. |
