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Author: Joel Kristenson
Last Updated: 2017-05-08
Overview
This article walks through the steps to add new ‘Events’ into the drop-down lists in your database such as the drop-down list that displays when entering contributions.
In Trail Blazer the event system is used to track the source of a donation whether it’s a physical fundraiser, direct mail, pledge drive, capital campaign, etc. In this example I create an event to track a mass mail appeal which is common to track how much money came in because of the mailing.
Tip: Events are used to track the source of a donation. Allocation (restricted) funds are used to track where the money is going i.e. General Fund, Scholarship Fund, etc. Example of a populated event drop-down list:
Steps
Navigate to the Events list by following Application Menu > Calendar/Tasks > Events.
If you don’t see this list in your Application Menu it means you haven’t been granted that security clearance.
Click the Green [+ New] button on the Search Tool Strip.
Create a name, check the box to ‘Enable assignment of contributions and expenses’, and then click [Save and Close]. My example is below, I also added in an optional date range, and description.
The next time you enter a contribution record your new ‘event’ will display in the drop-down. My example is below.
The option will also display when running search queries:
To remove the event from drop-downs once you’re finished assigning contributions to it you can simply open the event record back up, and un-check the box to ‘Enable assignment of contributions and expenses’. Example below.
This can be useful if you have a LOT of events and don’t want to spend as much time scrolling through the list of past events.
The Related Resources below link to a variety of other event related articles and videos.
Related Resources
Article: Fund Allocation and Summary Report
Article: Manually Assigning Tickets to Specific Event Attendees (Ticket Holders) after the Original Purchase has been Created
Article: Add a Background Image to an Event
Article: How to Print or Re-Print Event Tickets and Event Order Receipts from your Database
Article: How to Style your Event Pages – 4 Example Mock Events – Sample CSS Code with Descriptions
Article: Purchase Orders
Article: Events 2014 – Part I
Article: Events 2014 – Part II
Article: How to Print Name Badges for Event Registrants – Using Avery 5392 Name Badge Paper
Article: Membership Management – Creating & Selling Memberships Online & Manually – Tracking Renewals, Sending Out YE ‘Statements’ & Renewal E-Mails, and More (Nonprofit Only)
Video: Getting Started 106a – Entering Contributions (NON PROFIT ONLY)
Video: Events 2013
Video: Events – Remove Person from Event
Video: Events – pay for an event online
Video: Getting Started 106b – Entering Contributions (POLITICAL ONLY)
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