You will need the Financial Settings permission to perform these actions.
Click on "Contributions > Settings" in the left hand navigation menu. Then click on the "Designations" tab. From here you can:
Add, edit, and delete designations
Set up the preferred designations
Configure giving portal designations
Adding Funds
Click on the "Add Designation" button.
A pop up will appear with the following fields:
Name - the name of the designation. This is what appears on the giving statement, giving portal, and confirmation emails.
Designation Code - the internal code for the designation. This does not appear in outside communication or the giving portal.
Description - text that appears when the designation is chosen on the giving portal or in batch.
Category - an optional category for the designation. Categories are used to group designations and make it easier to organize long lists of designations.
Campus - the campus this designation belongs to. It is suggested that any designations that are meant for a campus be linked to that campus.
Tax Deductible? - This determines the default setting when someone gives to this designation. You can override this on individual line items when adding new transactions manually to a batch. By default, non-tax deductible transactions are not included in giving statements.
Active? - If yes, the designation can given from the giving portal and text giving. Otherwise, you cannot. You also cannot create a transaction for this designation manually from within a batch.
Giving Portal - whether to allow giving to this designation from the giving portal. This setting does not affect text giving.
Text Giving: + Add text giving keyword - allowed keywords when using text giving. If none, this designation is not allowed for text giving.
Type - allows you to add either a text box or a drop-down field when this field is selected from the giving portal. Use this to gather more information when someone gives to this fund. This is not used for text giving.
Editing Designations
Click on the "Edit" button at the end of the row of the designation you want to edit. A pop up will appear containing the designation details. Click on "Save" once you update the fields.
Deleting Designations
Select "Delete" from the drop-down menu at the end of the row containing the fund you want to delete. A confirmation message will appear. Select "Yes" to finish removing the fund.
If there is a lock icon next to the designation name, this means the designation cannot be deleted because it is in use. However, you can merge it into another designation by choosing "Merge Into..." in the dropdown at the end of the row.
Setting the Preferred Designations
A preferred designation is the designation that is automatically selected for a person when using the giving portal or text giving. The system will first use the preferred designation on the person's profile. If there is none, the preferred designation for the campus they attend is used. Otherwise, the Global Preferred designation is used.
To manage the preferred designations, hover over the "Preferred Designations" section and click on "edit section." A pop up will appear where you can update the designations. When done, click on "Save" to finish.
Configuring the Giving Portal Designations
You can organize how funds appear in the giving portal by going to the Merchants tab and clicking on the appropriate merchant under the Account Listing section. A pop up will appear containing all giving portal settings. Scroll down to the section named "Designations." From there, you can easily indicate which should be available to online donors as well as control the order they appear in.