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Employee Giving Toolbox

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Employee Giving Toolbox
360034299034-Employee-Giving-Toolbox
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Change Owner

To change the request owner, click on Toolbox> Change Owner

Select the new gift owner from the drop-down and click Change Gift Owner

Scan Gift Manually

Click "Scan Manually" to kick off the watchlist scan

Scan Status is visible top right:

Change Proposal Type

Open a gift on employee giving tab.  To change the proposal type, click on Toolbox> Change Proposal Type. 

Select the proposal type from drop down menu.

Clone Gift

View Audit Trail

 

 


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