Occasion Setup

Creating a new Occasion Group and Occasion: 

An occasion is how Admire refers to a “Campaign” or “The cause of a pledge” 

Navigate to Campaigns>> Setup>> Occasion Setup 

Once in this tab, you can create a new occasion group or a new occasion.  

Group Setup 

Occasion Group Code 

A group is the general classification of occasions.  

An occasion must be part of a group code. 

Press either new group or edit an old group. 

.

Occasion Group Category 

Occasion group category is another way to classify occasion group codes 

Occasion Setup 

Right click on any blank area and press new, Fill out the applicable information and press ok. 

Occasion Name - the name of the occasion 

Group Code - the name of the group 

Event Date - date the event is set to take place 

Compare to - Occasion used for comparison in the campaign overview 

Levels/ Level Names - Used for campaigns to set rank of an occasion 

Active - if checked off then the occasion will be available on the quick pledge screen. If active is not checked, it will not be available on quick pledge screen 

Launch Event Detail - Opens event overview form after pledge and payment in payment quick entry 

Accounting Name - Used in record to accounting feature. Needs to match the account name in your chart of accounts that you have set up in QuickBooks. 

Allow Multiple Prospects - allows this occasion to be used multiple times on one prospect 

Allow Multiple Open Prospects - allows this occasion to be used on one prospect and be assigned to multiple solicitors at the same time. They can all be open prospects simultaneously. 

Statement Name - How this occasion name should show on statements 

Statement Type - used on tuition contracts. “Tuition Current1” shows on tuition statements. 

Billable - If this box is checked off then it will show on statements 

Donation - If this box is checked off then in will show up on receipts 

Generate Receipt - If this box is checked off then it will be eligible for receipts  

Receipt text and invoice type - the text written here will show on your receipts/ invoices in the field [rec text]