Help Training Explanations Hints
This is the HELP TEXT narrative for Using the Optional Description on the Add Contribution screen and on the Modify Contribution screen.
There are slight differences depending upon whether you are posting a new contribution or modifying (updating) an existing contribution. In this case, about the only difference is the Add Contribution screen will be blank and the Modify Contribution screen will already have an Optional Description displayed if one was entered originally. If you want to change the Description, just follow the same procedures described below.
When you login to MemberLink®, the Optional Description entry box will be blank.
On an Add transaction, the Description box will always start out blank. On a Modify transaction, it will be blank unless a Description was entered previously.
If you do not want to enter anything in the Description box, just leave it blank. If you do want to use it, you must first select the correct donor and enter a fund, an amount, etc.
The Optional Description entry box will be located at the right side of the screen, just under the Optional Batch Number entry box. Using the Description is optional, but if you do use it, enter the text of whatever you want stored with this donation.
We suggest you use the Optional Description box to enter anything unusual about this donation. Also, if you have to Modify the transaction later to adjust an amount or assign to a different donor, we suggest you enter the details in the Optional Description box to assist you with an audit trail if anyone needs to research it later.
"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230