Gift Opportunity Child Form

Modules>CRM> Individuals> Find, List, or Query Individual> Individual Profile> Fundraising tab> Gift Opportunity child form

Use the Gift Opportunity child form to track information about gifts an individual may potentially give to the organization. For more information on actions you can perform on the Gift Opportunity child form, see the following topics:

• Adding a Gift Opportunity

This topic covers the information displayed on the Gift Opportunity child form.

Gift Opportunity Child Form Information

The Gift Opportunity child form displays a listing of pledges solicited by the individual on behalf of the organization. This child form displays the following data columns:

Column	Description
Sales Rep	Displays the name of the Sales Rep who developed the gift opportunity.
Opportunity	Displays the name of the gift opportunity.
Amount	Displays the amount of the potential gift.
Stage	Displays the stage of development the gift opportunity is in.

Child Form Icons

Use the following icons to work with child forms. Not every form will have all of the icons listed.

Icons		Actions
Classic UI	Current UI
		expand/close icon to expand or close a child form.
		goto record icon to view that record's profile page.
		add icon to add a new record to the child form.
		edit icon to edit a record on the child form.
		delete icon to delete a record on the child form.
		grandchild form icon to expand or close a grandchild form.
		new window icon to open a child form in a new window.
		more info icon to see more information about the a record on the child form.
		linked headings to sort the records.
		refresh the data in the form.
		export the data to a quick report for download.