Your GiftWorks Cloud homepage features several widgets, some of which can be customized based on your preference. The constituent, volunteer, payments, and pledges widgets give you the overall summary of those areas of your GiftWorks Cloud database.
The widget called "Last 30 Days" can be customized to include information from several time periods, ranging from the last 7 days to the last 90 days. To adjust this time period, click the arrow in the top right hand corner and select the time period you prefer.
You can assign tasks to yourself and other members of your organization with the to-do list widget found in the middle of the page. Click on the (+) sign in the lower right hand corner, and a window will appear so that you can fill in the details. Note that you can assign the task to a member of your organization, and relate it to a constituent in your database.
After you've saved the task, it appears on your homepage:
As well as in the constituent profile:
Messages are inter-organization messages that administrators can leave for all GiftWorks Cloud users to see.
To add a message to the homepage, first click on Setup and then click "Manage Messages":
You can create a new message from the Manage Messages portal. Click on "New Message" and then draft and publish the message you'd like your other users to see. You can customize the start and end date so that a message only runs as long as you need to.
Next, let's get familiar with the Constituent Profile.