To automatically display membership (requires RE:Member), event registration fees (requires RE:Events), event sponsoring pledges (requires RE:Events), event other donations (requires RE:Events), honor/memorial (requires RE:Tribute), or proposal information (requires RE:Search), set the Automatically Display option in the batch header. To do this:

    • Open the appropriate batch
       
    • Open the batch data entry sheet by clicking the Data Entry button in a new batch or opening an existing batch.
       
    • Select Tools, Edit batch setup from the menu bar

       
    • Select the Batch Header tab

       
    • Select the appropriate field from the Automatically display drop-down menu. (For detailed information about each, see below)
       


    By doing this, you select a focus for the batch. For example, if you have the optional module RE:Tribute, you may want to enter all gifts received for a particular tribute in a specific batch. Because all gifts in the batch are designated toward an honor/memorial, the batch has an honor/memorial focus. When you select a focus, the appropriate data entry screen automatically displays when you reach the end of each row in the batch. If you select Honor/Memorial in the Automatically Display field, the Honor/Memorials screen automatically appears when you complete the row. In this case, selecting the Honor/Memorial focus eliminates the need to select Gift, Tribute from the menu bar to assign tribute information.



    Not every gift in the batch must have a focus. For example, if you want to add a gift to the batch that is not designated toward an honor/memorial, close the Honor/Memorials screen when it appears without adding any information. You can change the focus for the batch at any time by selecting Tools, Edit Batch Setup from the menu bar. If you change the focus, the new focus applies only to new gifts entered and does not affect previously entered gifts.



    Membership

    The Membership option is available when you have the optional module RE:Member. When you select Membership in the Automatically Display field, the Link Gift to Membership screen appears when you reach the end of each row in the batch. From this screen you can pay dues for existing memberships and add new memberships for the constituent donating the gift.



    You can also access the Link Gift to Membership screen by selecting Gift, Links from the menu bar. When the submenu appears, select Membership.



    Event Registration Fees

    The Event Registration Fees option is available when you have the optional module RE:Event. When you select Event Registration Fees in the Automatically Display field, the event search field is enabled. You can use the event search field to search for a default event to appear when linking gifts to events through a batch. Even though you have the option to select a default event on the batch design screen, you are still able to select different events once you begin working in the batch. Your selection simply acts as default information.



    When you select Event Registration Fees in the Automatically Display field, the Pay Registration Fees screen appears when you reach the end of each row in the batch. From this screen you can pay registration fees for events and add new registration information for the constituent donating the gift. You can also access the Pay Registration Fees screen by selecting Gift, Links from the menu bar. When the submenu appears, select Event, Registration Fees.



    If you selected a default event on the batch design screen, and you select to add a new registration from the Pay Registration Fees screen, a screen appears asking you to select the type of participant you want to add. You can also change the default event you selected on the batch design screen.



    Once you specify the type of participant you are adding, the standard event registration screen appears.



    Event Sponsoring Pledges

    The Event Sponsoring Pledges option is available when you have the optional module RE:Event. When you select Event Sponsoring Pledges in the Automatically Display field, the event search field is enabled. You can use the event search field to search for a default event to appear when linking gifts to events through a batch. Even though you have the option to select a default event on the batch design screen, you are still able to select different events once you begin working in the batch. Your selection simply acts as default information.



    When you select Event Sponsoring Pledges in the Automatically Display field, the New Sponsoring Pledge screen appears when you reach the end of each row in the batch. From this screen you can link a sponsoring pledge to a participant record. You can also access the New Sponsoring Pledge screen by selecting Gift, Links from the menu bar. When the submenu appears, select Event, Sponsoring Pledges.



    If you selected a default event on the batch design screen, and you select to add a new registration from the New Sponsoring Pledge screen, a screen appears asking you to select the type of participant you want to add. You can also change the default event you selected on the batch design screen.



    Once you specify the type of participant you are adding, the standard event registration screen appears.



    Event Other Donations

    The Event Other Donations option is available when you have the optional module RE:Event. When you select Event Other Donations in the Automatically Display field, the event search field is enabled. You can use the event search field to search for a default event to appear when linking gifts to events through a batch. Even though you have the option to select a default event on the batch design screen, you are still able to select different events once you begin working in the batch. Your selection simply acts as default information.



    When you select Event Other Donations in the Automatically Display field, the New Donation screen appears when you reach the end of each row in the batch. From this screen you can link a donation to a participant record. You can also access the New Donation screen by selecting Gift, Links from the menu bar. When the submenu appears, select Event, Other Donations.



    If you selected a default event on the batch design screen, and you select to add a new registration from the New Donation screen, a screen appears asking you to select the type of participant you want to add. You can also change the default event you selected on the batch design screen.



    Once you specify the type of participant you are adding, the standard event registration screen appears.



    Honor/Memorial

    The Honor/Memorial option is available when you have the optional module RE:Tribute. When you select Honor/Memorial in the Automatically Display field, the Tributes screen appears when you reach the end of each row in the batch. From this screen you can designate a gift to a specific tribute.



    You can also access the Tributes screen by selecting Gift, Tribute from the menu bar.



    Proposal

    The Proposal option is available when you have the optional module RE:Search. When you select Proposal in the Automatically Display field, the Link Gift to Proposal screen appears when you reach the end of each row in the batch. From this screen you can link a gift to a specific proposal.



    You can also access the Link Gift to Proposal screen by selecting Gift, Links from the menu bar. When the submenu appears, select Proposal.