If the optional module Search is present, the Proposal field is used to link gifts to proposals on the Prospect tab of the constituent's record.

 

From the gift record:

 
       
    • On the menu bar, select Gift, Link, Proposal
     
    • On the Link Gift to Proposal screen, mark the Link? checkbox next to the appropriate proposal or click Load Proposal From to search for and select another constituent's proposal
     
    • In the Amount Applied field, enter the amount to apply to the proposal. This value can be less than the gift amount, but it cannot be more than the gift amount.
     
    • Click OK
     
    • Save and close the gift


     

    From a gift batch:

     
         
      • On the data entry screen, highlight the row of an existing gift or enter information for a new gift and highlight that row
       
      • Select Gift, Link, Proposal
       
      • On the Link Gift to Proposal screen, mark the Link? checkbox next to the appropriate proposal or click Load Proposal From to search for and select another constituent's proposal
       
      • In the Amount Applied field, enter the amount to apply to the proposal. This value can be less than the gift amount, but it cannot be more than the gift amount.
       
      • Click OK
       

       

      From the proposal record:

       
         
        • In Records, open the appropriate constituent record
         
        • On the Prospect tab, select Proposal in the left frame
           
        • On the General tab of the proposal, click Link to Gift
         
        • On the Open screen, search for and select the appropriate link or click Add New to add a new gift
         
        • On the Amount to Apply to screen in the Amount to Apply to this Proposal field, enter the amount to apply to the proposal. This value can be less than the gift amount, but it cannot be more than the gift amount.
         
        • Click OK
         
        • Save and close the proposal


         


        Note: When applying a pledge to the proposal, only the pledge amount is reflected in the Amount Applied field.