The Transaction Manger gives you the ability to create and display the giving history for a donor on your website. The data for the Giving History part type is stored in The Raiser's Edge. You can select the filters for the gift information that is contained in the Giving History part type.

For example, you can select filters for gift type, campaign, fund, and appeal. You can also select to display soft credits. Once the donor logs into your website, the Giving History appears based on the user's authenticated user ID and password. Gifts list on your website in order of most recent to oldest gift. The gift date, gift type, payment method, and gift amount appears for the donor to view. For more information please refer to our NetCommunity Parts Guide.

To create the Giving History Part:

  1. Log into the back-end of the website as a user with supervisor rights or rights to create and edit parts and pages.
  2. Navigate to Site Explorer > Parts > Create a Part
  3. Select Transaction Manger part type and select the appropriate properties for your organization
  4. Click Save to save the part