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