To create or edit a Gift rule:
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On the Admin tab, view the Employee Application Configuration section.
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In the Proposal Types section, click the View Proposal Types hyperlink.
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Click the name of the appropriate proposal type.
- In the panel on the left, click the Rules tab.
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From the menu options, click the Gift Rules hyperlink.
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From the list of Gift rules, select a rule to edit an existing or +New Gift Rule to add a new one.
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Click the Save button to save your settings.
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Click the Done button to return to the previous page.
Learn more about Gift rules