How to Assign a User to a New Gift

1. Navigate to Gifts > Gifts > Add Gift.

2. Click on the corresponding contact that you would like to enter the gift for.

3. On the gift screen, enter all applicable fields. You may assign a user from your organization that’s on your database to this gift using the dropdown for the Assigned To field.

a. Please note:

i. The fields in Eleo with a red asterisk (*) are required, while all others are optional.

ii. In order for users to become available for selection in the Assigned To field, follow the guides on ‘How to Add Users’ and ‘How to Create User Roles’ first. Only existing users can be assigned to contacts in your database.

iii. A gift’s Assigned To field is separate from a contact record’s one at this time.

4. Lastly, click on one of these options:

a. ‘Save’ to keep the data you entered for this donation. You will be brought to the screen of the saved gift record.

b. ‘Save and Add Another’ to enter an additional donation. This will bring you back to the Gift Search screen.

c. ‘Cancel’ to proceed without saving your work. Your information will not be saved, and you will be brought back to the Gift Search screen.