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GiftsToIncludeInToDateAmounts

 

GiftsToIncludeInToDateAmounts

Initial Build 2011.01
Module Fundraising
Current Setting Type Drop Down List

Use this system option to determine what to include in the process for calculating LTD, YTD and other giving sums presented on the Constituent Profile. This option lets you choose whether these totals include soft credits and Signed Pledges along with Hard Credits. The default for this option is Hard Credits, Soft Credits & Signed Pledges.

Note: This system option does not impact donor Recognition Levels. For more on donor Recognition Levels, see the Fundraising Recognition Levels topic.

Current Setting

The current setting for GiftsToIncludeInToDateAmounts is used as follows:

Values: This system option can be set to Hard Credits Only, Hard Credits & Signed Pledges, Hard Credits & Soft Credits, or Hard Credits, Soft Credits & Signed Pledges.

  • Hard Credits Only— includes only the amount of the gift/pledge which has been paid

    Note: If the option is empty, then NetForum uses the Hard Credits Only setting.

  • Hard Credits & Signed Pledges— Includes the amount of the gift/pledge which has been paid as well as the receivable amount on signed pledges
  • Hard Credits & Soft Credits— Includes the amount of the gift/pledge which has been paid as well as any soft credits given
  • Hard Credits, Soft Credits & Signed Pledges— Includes the amount of the gift/pledge which has been paid, any soft credits given, and the receivable amount on signed pledges

Default Value: Hard Credits, Soft Credits & Signed Pledges

Fields 

This system option includes the following fields:

Description: This field gives the description of the system option, including its use and default value.

Important! Do not modify the following fields after the system option is first created. Changing these fields after they have been used can invalidate existing data.

Category: This field sets the category (usually the module) where the system option is used.

Type: The Type field determines the display type of the Current setting field (check box, drop-down list, or text box).

Values: The values field indicates the allowed values for the Current setting field.

Availability

Each system option includes the following availability settings:

Entity Level Option?: Select this check box to make this system option available on an entity level.

Visible To External Systems?: Select this check box to make this system option available in xWeb.

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