DM Settings - Lookups: How to add new contribution types

How to add new contribution types

You must have administrator privileges to access the lookups table.

  1. Go to the Settings page.
    • Using the Navigator Bar, select Settings.
      -or-
    • Using the Settings Card, select Go to Settings.
      Izzy_Navigate-to-Settings.png
  2. Select Lookups. 
    Izzy_Settings_Main_Choose-Lookups.png
  3. The screen will display a list of all the Contribution Types.
    • Click the add action button in the upper-right corner of the screen.
    • In the new line that displays, type the new contribution type name and code.
    • Mark the Active box.
    • Click the save action button to the right.
      Izzy_settings_lookups.png
  4. When you create a new batch or add contributions, the new Contribution Type should now be available in the dropdown list.
    Izzy_Batches_where_Cont-Type-Drop-down_displays.png
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