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Article ID: KB318
Keyword Name: New Event, Event, Appeal, Capital Campaign, drop down
Created: November 01, 2017
Viewed: 2103

How to Add a New 'Event' to the Drop-Down List for Entering Contributions




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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.



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