Rating setup

The Rating setup routine lets you enter information on each rating that you would like available to assign to prospects and donors.

To report the current information stored on one or more ratings

1. Click Setup > Rating in the Menu Bar.

2. Click

Do the following, as needed:

3. Click $image\closebox.gif$ to close the report.

To view or modify the information stored on a specific rating

1. Click Setup > Rating in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the rating:

Enter or edit information in the Rating Information page as desired. There is help available on each field. See Notes below for the uses of ratings in GiftWrap.

3. Click to save your changes.

4. Click $image\closebox.gif$ to close the Rating Information page.

To delete a specific rating (allowed only if no gifts are assigned to the rating)

1. Click Setup > Rating in the Menu Bar.

If necessary, click a page number or an arrow

to cycle through the records in sort order.

2. Double-click the row in the grid for the rating you want to delete.

3. Click .

4. Click Yes to confirm deletion of the rating.

To add a rating

1. Click Setup > Rating in the Menu Bar.

2. Click .

3. Enter the information about the rating. There is help available on each field.

4. Click when done.

5. Click $image\closebox.gif$ to close the Rating Information page.

Notes:

The information you enter through Setup > Rating serves these purposes:

It creates a list of rating codes from which you can choose the prospect rating of a person. The prospect rating is entered into the Rating field of the Misc tab in the Person Information window.
The Rating Description is used on reports to indicate the prospect rating of each person. The Rating Code can be used to select and sort report information.