Your Default Revenue and Recognition filters will determine which revenue is included on the Revenue History and the Recognition History tab on the constituent record.
Your Default Revenue filter is also used in other areas of Altru to determine:
- Which revenue is acknowledged in your acknowledgement process in Marketing and Communications.
- Which revenue is included in recent activity exclusions in Appeal Mailings (for example, you can select to exclude "Constituents who have given in the past 4 weeks" and the default revenue filter will determine which revenue/applications is considered a gift).
- Which revenue is considered when awarding the Donor, Major Donor, and Loyal Donor system generated constituencies.