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Acknowledging Imported Donations

To set ALL of the unacknowledged donations to acknowledged

Use the GiftWorks default Unacknowledged Donations SmartList to set ALL of the Unacknowledged donations to acknowledged.

  • Click on the SmartLists icon
  • Choose View and Manage SmartLists and click on the Unacknowledged Donations SmartList
  • Click on Run a SmartUpdate for List under Related Actions on the left side of screen
  • Click on Acknowledge donations and click Next.
  • Choose your options to update the SmartList and click on Acknowledge Donations. The Acknowledgement Status for each donation will be updated as having been acknowledged.

To set SPECIFIC donations to acknowledged

Create a new SmartList based on Donations.

  • Click on the SmartLists icon
  • Choose to Create a New SmartList and choose Donations
  • Select Donation History>Created from the criteria category dropdown list.
  • Select a date that includes all donations acknowledged before you converted to GiftWorks.
  • Name and Save the SmartList
  • Click on Run a SmartUpdate for List under Related Actions on the left side of screen
  • Click on Acknowledge donations and click Next.
  • Choose your options to update the SmartList and click on Acknowledge Donations. The Acknowledgement Status for each donation will be updated as having been acknowledged.
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