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Orders and Donations
The Orders and Donations tab displays a list of the last
five orders and donations in which this constituent is the bill-to or ship-to. If
more than five orders occurred on a particular day, please click the View
All link to open the Order and Donation History screen below the header in
CRM360 to display all orders because orders are not sorted by the exact time of
day in which the order was placed. Click the Create New Order link to
open the Order Entry screen for this constituent. Select the Open Balances
Only checkbox to filter out the receipts and orders that have been paid.
The first column displays the date in which the order was
created. Click on the hyperlinked order number to open orders in Order Entry.
The description column displays the product description on the order, the order
status in parentheses, and the fulfill status. Additionally, for meeting
orders, the description will display the meeting start date, the city, and the
state. For membership orders, the description will display the membership cycle
begin and end dates.