OverviewIf 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.|