- Select Tools, User Options from the menu bar
- Select the Color tab and highlight Legends
- Click View Gift Legend
- Highlight a particular gift type on the left and make the appropriate selections. For example, highlight Cash and click Cash color. The Color Picker screen appears. Select a color and click OK
- Mark the Bold, Italic, and Suffix checkboxes as needed
Note: We recommend using a suffix for soft credits to make it very clear that a gift is a soft credit not a hard credit. To add a suffix:
- Click Suffix
- In the box to the right, add the appropriate text. For example: -sc which appears as Cash-sc on a constituent's gift record.
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