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Author: Kristenson, Joel
Last Updated: 2016-11-15
Overview
This article walks through the steps to remove an “event” from the drop-down list when entering donations:
This is common if you track the source of donations in your database, and have a lengthy event drop-down list. The event will still be in your database, but it won’t clutter up your drop-down menu if you don’t need to use it anymore.
Tip: Learn how to add an ‘event’ to the drop-down menu when adding contributions. In Trail Blazer events = the source of a donation, whether it’s a fundraising drive, capital campaign, physical fundraiser, or a direct mail campaign. The allocation fund = where the money is going too.
Steps
Navigate to the Events list. Requires appropriate security clearance.
Check the box for Event tracks contributions and click [Search]. This will pull up all events that are currently in the drop-down menu, in my example there were 20.
Click on any of the blue hyperlinks to open the event record that you want to remove from the drop-down menu when entering donations. In my example I opened the 2012 – Capital Campaign event with ID 1.
Uncheck the box in the upper-left that says ‘Enable assignment of contributions and expenses’ and then click [Save and Close].
The next time you enter a donation the event should no longer display in the drop-down list. My example is below where the 2012 Capital Campaign event is no longer an option.
The related resources below link to a variety of other articles and videos similar to this topic.
Related Resources
Article: How to Add a New ‘Event’ to the Drop-Down List for Entering Contributions
Article: How to Track Soft Credits using Contribution Notifications – ONLY for Nonprofit Customers
Article: How to Create a Year-by-Year Giving History Report using Filtered Contribution Columns in the Grid – Primarily for Nonprofits
Article: Tax Deductible Contributions
Article: Change Your ‘Current’ Election Cycle, Create New Election Cycles, and How to Mass Update a List of Contributions to a Specific Election – (For Political Customers)
Article: Recording Non-Monetary (In-Kind) Contributions and Creating New Non-Monetary Types
Article: How to Un-deposit a Contribution (Primarily for Political Customers)
Article: How to Deposit a Contribution
Article: How to Duplicate an Event – Save Time by Not Re-Creating Everything from Scratch
Article: How to Setup and use Promo Codes with Events (All Available Options)
Article: How to Setup Different Payment Schedules for Events or Memberships – Ex (Monthly, Quarterly, or Bi-Weekly)
Article: How to use the Event Contribution Total Merge-Field in a Mass Email to Thank Attendees for the Total Amount they Gave at a Specific Event – 2016 Upgrade
Article: How to Create Custom Email Responders for Specific Events – New 2016 Feature Upgrade
Article: How to Print or Re-Print Event Tickets and Event Order Receipts from your Database
Article: Purchase Orders – Manually Enter an Order for Tickets, Products, or Memberships from within an Event, and Record the Related Contribution Record
Article: Manually Assigning Tickets to Specific Event Attendees (Ticket Holders) after the Original Purchase Order has been Created
Article: Membership Management – Creating & Selling Memberships Online & Manually – Tracking Renewals, Sending Out YE ‘Statements’ & Renewals E-Mails, and More (Nonprofit Only)
Article: How to Print Name Badges for Event Registrants – Using Avery 5392 Name Badge Paper
Article: Add a Background Image to an Event
Article: How to Style your Event Pages – 4 Example Mock Events – Sample CSS Code with Descriptions
Article: Events 2014 – Part I
Article: Events 2014 – Part II
Article: Display your Logo as a Redirect Link for an Event
Article: Events 2013 | Coupon promo code error messages
Article: Events 2013 | How to Create an Event with Tickets and Merchandise
Video: Events – pay for an event online
Video: Events – Remove Person from Event
Video: Events 2013
Video: Getting Started 106a – Entering Contributions (NON PROFIT ONLY)
Video: Getting Started 106b – Entering Contributions (POLITICAL ONLY)
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