Select Process Pending Gifts from the Contributions menu.
- No Giving Unit Selected (red dot)
- Giving Unit Selected (yellow dot)
- Ready to Process (green dot)
Initially, all gifts will either be the first or second option. CDM+ will attempt to match an incoming gift to an existing Giving Unit record in CDM+. If it can, that gift will have a yellow dot. If it cannot, the gift will have a red dot.
When you select a gift that CDM+ cannot easily identify the source (red dot), you can either select a Giving Unit or create a new one. Selecting an existing Giving Unit is the same as in Contributions Entry—either type in part of the name or click on the List button. Once the gift is tied to a Giving Unit, it will be marked with a yellow dot.
CDM+ displays the Pending Giver (which is the information entered by the giver online), the pending gift(s) designation and any special instructions that were entered online on the right side of this window.
Only those gifts that you have marked as Ready for Processing (green dot) will be processed when you click the Save button. To Mark for Processing, highlight a gift and either press Cmd-K (Mac) or Ctrl-K (Windows) on the keyboard or click the Mark for Processing button on the top of the window.
When gift is Marked for Processing and saved, the contribution becomes part of the giver's giving record. All gifts processed from this window can be viewed from the Contributions Maintenance window.