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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

8

8 Banner Advancement 8.1 December 2008Release Guide

1 Gift Mass Entry -FunctionalThis enhancement includes a new form that allows you to quickly enter a group of similar,one-time gifts received from various donors. The Gift Mass Entry Form (AGAGMAS)supports the entry of high volume gifts associated with fund raising events such asreunions, annual appeals, and radio and television funding drives. The enhancementstreamlines the user experience by tracking recognition items that might affect the taxdeductible amount of gifts.Process flowA group of gifts is processed as follows:1. Default information is entered for the group of gifts.2. Individual gifts are entered. If necessary, the default information can be changed forindividual gifts.3. Gift details and giving history are updated.Default gift informationTo minimize repetitive data entry, the Gift Defaults window of AGAGMAS is used toenter gift details, recognition items, solicitation information, and campaign/designationcombinations that apply to a group of gifts. As a minimum, the following gift defaults arerequired:• Gift date• Gift type• At least one campaign/designation combinationYou can choose to populate fields on this window with gift defaults defined for your ID onthe Pledge/Gift Default Form (AGAPDEF).December 2008 Banner Advancement 8.1 9Release GuideGift Mass Entry - Functional

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