Cristo+ Feature
What is it?
Filter (in Giving)
What does it do?
- Enables a Giving admin to customize their display of donations and other transactions
- Allows multiple categories of filters to be applied in order to obtain precise results.
How can you use it?
- Search for and identify specific transactions based on donor, date, payment method, fund, or other factors.
- Locate detailed transaction information for answering donor questions.
- Identify donors who have made recent changes in their giving patterns
- Review and verify transactions before transfer to QuickBooks.
How do you make it work?
