How to notify user to enter a default for acknowledge status (Acknowledged, Not Acknowledged, Do Not Acknowledge) for a specific constituent's gifts
You normally mark all new gifts as Not Acknowledged, but one constituent does not want an acknowledgement. You can create a user-defined business rule that will pop up when new gifts are entered to tell the user to mark the gifts as Do Not Acknowledge.
1. Create a query to select the specific constituents 2. In Configuration, select Business Rules, User Defined Rules, Gift 3. Click New Adding Gift Rule 4. Enter the Rule Name, Select the Query created in step 1, and enter the message to tell the user entering the gift to select a specific acknowledgement status