Contact Detail View: Giving Tab

The giving tab is detailed view of Giving Interactions that allows you to create multiple views on giving activities for an individual contact. The system may contain multiple list views for giving interactions which an administrator may define via the giving Interactions list page (Admin > Giving). Just above the list view you will see a drop-down list for the view options. This control will allow you to select from your private views (views created by you just for you) and public views (views created by an administrator who set the view to share with all contact administrators). You may click on the “?” to the left of the view to see the view description as set by the administrator.



To create system wide "My Profile"/"Me" Giving Interaction Tab list views, an administrator can do so right there on that tab under their profile.

For more information on managing views of all types please review the “Managing list views.” article.