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Recurring Contribution Preferences

Created: 11/06/2017Updated: 04/20/2018


Defaults

To speed up the data entry process for recurring contributions, you can set the default designation as well as the default days for the recurring contribution. These defaults will be used when you add a new recurring contribution entry. These defaults can be changed. Also enter the email information for recurring contribution notifications. recurringcontribution

Email notification

To notify the contribution administrator by email of a recurring contribution, you must set the email settings in the preferences window.

To enter the recurring contribution preferences, go to Roll Call>Preferences on Mac or Edit>Prefernces on Windows. Expand the Recurring Gifts menu. Select the Default Designation for recurring contributions as well as the Default Days. Next, enter the email address for the folks who need to be notified when recurring contributions have been posted. Also enter your outgoing email host information. preferencesrecurring


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