Overview
If a cash gift of over £1000 is given then we want to ensure that the gift also has the major donor letter code on it.
Note that for this rule we do not
need a rule for the gift type as this is a filter on the gift amount rule.
1 | Create the rule: Record has “Major Donor Thank You” letter code |
| 2 | Add the criteria | |
3 | Create the rule: If cash gift is over £1000 ensure Major Donor Letter code is set. Note the use of the gift type filter so that it only looks at cash gifts. | |
4 | Add the criteria | |
5 | Add the dependencies | |
6 | Add Realtime Validation and process. You should then have enabled this rule. | |