• Create a new constituent query. On the Criteria tab, select Prospect, Proposal, status equals [status type]. Save and close the query.
       
    • In Configuration, click Business Rules.
       
    • Highlight User defined rules, Gift.
       
    • Create a New Adding Gift rule.
       
    • Enter a rule name.
       
    • In the Query Name field, search for the query created in step 1.
       
    • Enter a message to display when adding a gift to this constituent record.