Scripts

Contents

Scripts are available from the Scripts menu located at the top of your screen.

Sort by Name, Date, Fund: Sorts the found set first by constituent name, then by transaction date, then by fund name.
Sort by Date, Name, Fund: Sorts the found set first by transaction date then by constituent name, then by fund name.
Sort by Fund, Date, Name: Sorts the found set first by fund name, then by transaction date and then by constituent name.
Show Related Constituents:
Write Off This Pledge: Changes the status of a PLDG transaction to a PWO.
Soft Credit This Transaction: Automatically soft credits a transaction of type PLDG.
Save Found Set: Saves the current found set for easy retrieval at a later date.
Find Today’s Transactions: Finds all transactions with today’s date.

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