Scroll
Follow

Add Date Thanked to Multiple Records

Make a Selection

1. From your Search menu click Contribution

2. Select the records you want to add a date thanked.

select_contrib.png

 

 

Tag Selected

1.After you have made your selection, click Tag Selected from your Data Tools menu.

2. Enter the date thanked, select which transactions you wish to apply the thank you note to and select whether you want to Only update records where Date Thanked is currently blank by checking off the box

3. Click on Set Date Thanked

thank_you_date.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments