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Giving History Status Messages

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Giving History Status Messages
360026144514-Giving-History-Status-Messages
Details

Giving History  Status messages are configured in the employee giving proposal type in:

  • Donor Setup Tab
  • Donor Settings 
  • Giving History Status Message Customization

Each status is configured within each relevant proposal type and statuses are applicable to both volunteerism and giving.

The example below shows the messaging for a Matching Gifts Proposal:

 The default option are:

StatusDefault Description

Unconfirmed Status Text:

Text displayed when the contribution registered by the donor has not been verified.

Contribution has not been confirmed by the organization.

Confirmed Status Text:

Text displayed when the contribution registered by the donor has been verified, but not yet dispositioned.

Contribution has been verified by the organization, and is pending administrator review.

Approved Status Text:

Text displayed when the contribution is Approved, but not yet scheduled for payment.

Match Amount of {Match Amount} has been approved, but not yet scheduled for payment.

Rejected Status Text:

Text displayed when the contribution is Rejected.
Contribution has been declined with the following comments: {Approval Comments}

Paid Status Text:

Text displayed when the contribution/match has been Paid.
Match Amount of {Match Amount} has been paid to organization via Payment #{Payment Check Number} on {Payment Check Date}.

Scheduled Status Text:

Text displayed when the contribution/match has been scheduled for payment.
Match Amount of {Match Amount} has been approved and will be paid during next disbursement cycle.

Process Status Text:

Text displayed when the contribution/match has been in process for payment.

Match Amount of {Match Amount} has been approved and will be paid during next disbursement cycle.

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