Trail Blazer Knowledge Base

 

Home : Configuring Trail Blazer : How to Remove an 'Event' from the Drop-Down List when Entering Donations

Knowledge Base







User:

Password:



Article ID: KB352
Keyword Name: Configure, Remove, Event, Drop-Down, Donation, Contribution
Created: November 15, 2016
Viewed: 11742

How to Remove an 'Event' from the Drop-Down List when Entering Donations




Click Here to view this article as a PDF.




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.



http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: 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 donationsIn 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)





Trail Blazer Live Support


http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* As a policy we require that you have taken our intro training class before calling or emailing our live support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.



 

Are you ready to learn more? Contact Us