Setting Up and Using Gift Source: Customization and Best Practices

The Payment Type field is currently hard-coded in Eleo. This means that there are pre-set options available that are not customizable. We understand that you may have received a donation outside of the options that we offer for you to select, so we suggest selecting the one that best matches (e.g., Other) and applying it to a specific Gift Source since this field can be customized by users.


1. Navigate to 'Settings', which is located in the upper right-hand corner of your database under your profile icon, and click on 'Site Settings'.

  1. Under the 'Site Customizations' section, expand the 'Lookup Tables' area.

  1. Click on 'Edit' by Gift Source Types.

  1. Click on 'Add Value'.

  1. Enter a 'Display Value'. The 'Description' area is optional and internal for the users in your database. Leave the toggle set to 'Active' so that this option is now available in your database, and click on 'Save'.

  1. Read our document on 'How to Manually Add a Gift' to enter a donation and associate it with a gift source. When adding the donation, you will select the gift source that you want from the dropdown.
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