Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.
- Create a gift query of the appropriate gifts
- In Administration, click Globally Add Records
- From the Add drop-down list, select Notepad
- Click Include and choose Selected. Search for and select the gift query created in step 1
- Click the Notepad Information button and enter the appropriate notepad information
- Save and close the notepad
- Click Add Now