Tips & Tricks in My Fundraising Place

• Global Search Button
• Invoices to be Reprinted Check (Smart List)
• Multiple Selects in My Fundraising Place

Global Search Button:

1. Location of Global Search button
   
2. Global Search screen
   
3. Global Advanced Search screen (Select options and click OK)
   

Invoices to be Reprinted Check (Smart List):

1. Creating Invoices to be Reprinted Check Smart List
   • Invoices that need to be reprinted will have an * at the beginning of the name
     
2. Opening Invoices Screen:
   
3. After using Invoices to be Reprinted Smart List:
   

Multiple Selects in My Fundraising Place:

1. Multiple items in My Fundraising Place to make processing more efficient and quick:
   1. Contacts (Sales > Contacts):
      • Delete selected items
      • Mark to Inactive selected items
      • Add to Marketing List selected items
        
   2. Groups (Sales > Groups):
      • Delete selected items
      • Mark to Inactive selected items
      • Add to Marketing List selected items
        
   3. Fundraisers (Sales > Fundraisers):
      • Delete selected items
        
   4. Invoices (Sales > Invoices):
      • Delete selected items
      • Print selected items
      • Set as Ordered/Staged/Delivered – selected items
        
   5. Activities (Sales > Activities):
      • Delete selected items
      • Close selected items