Moves Child Form

Modules>CRM>Find, Query, or Add Individual>Individual Profile>More Tab>Sales Tab>Moves child form

Use the Moves child form to list, edit, and add Moves related to the individual whose profile you are viewing. Moves are actions your organization takes to acquire donors, establish relationships with donors, and renew contributions. The process consists of Moves Stages which are arranged in a Moves Series.

Moves Child Form Information

The Moves child form displays a list of Moves related to the individual whose profile you are viewing. You see the following columns on the Moveschild form:

Column	Description
Move Name	Displays the name of the Moves Opportunity related to the individual.
Series	Displays the Moves Series the Moves Opportunity is in.
Stage	Displays the Stage of the Series the Moves Opportunity is currently in.
Status	Displays the status of the Moves Opportunity.
Start Date	Displays the date the Moves Opportunity started.
End Date	Displays the date the Moves Opportunity ends.
Close Date	Displays the date the Moves Opportunity closes.

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.