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Article ID: KB352
Keyword Name: Configure, Remove, Event, Drop-Down, Donation, Contribution
Created: November 15, 2016
Viewed: 1419

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




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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.



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)





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