Help -- Training -- Explanations -- Hints

The Search/Select screen for ContributionLink provides the capability to narrow the number of transactions displayed on the Contribution CONTROL PANEL. You can search for specific transactions and focus on just those selected.

You came to this screen by clicking the [Search/Select Contributions] icon on the Contribution CONTROL PANEL. From here, you can select records using the following parameters:

- By Fund. You can use the pulldown arrow on the selection box to select a specific Fund. The default Fund will be All Funds.

- By Status. You can use the pulldown arrow on the selection box to select either online or offline donations. Online are those given to this church via e-giving system, and offline are those given directly to the church. The default will be All Statuses.

- By Name. You can enter a partial name or full name. "Turn" will find all transactions with a first or last name that contains the letters "Turn". For example, it would find "Mike Turner" and "James Turner" and "Turndale Smith" if these people had transactions posted to their names.

- By Envelope Number. You can enter a partial Envelope Number, or a complete Envelope Number.

- By Check Number. You can enter a partial Check Number, or a complete Check Number.

- By Batch Number. You can enter a partial Batch Number, or a complete Batch Number.

- By Contribution Date Range. After entering any of the above choices, you can specify the Date Range for the transactions you want to see. If you leave the Data Range blank, it will find all giving transaction dates. If you enter a date, you must enter both the start and end range. When you click in a Date Range box, a Utility will popup. If you use the utility, pick the Year first, the Month second, and the Day last; the utility will close after you pick the Day. If you prefer, you can ignore the utility and just enter the date in the format mm/dd/yyyy.

After you enter your parameters, click the [Search/Select] button. All contributions matching your parameters will be selected and displayed on the Contribution CONTROL PANEL.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230