Category

Using Catalogs

Catalogs can be created using all the information you entered into your packages. These Catalogs can be printed off using our reporting feature for physical disbursement, or can be uploaded to your Project Website to be perused by your Supporters online. Catalogs can be created by going under the Packages header and selecting View/Edit Catalogs, clicking Add, and filling in the necessary information. Below we have a step by step walkthrough of creating a catalog.

Creating a Catalog:

  1. From the Project Home, select View/Edit Catalogs under the Packages header.
  2. Click Add to create a new catalog.
  3. Choose a Name for your catalog.
  4. Select All Packages, or Selected Packages.
    • Note if you choose Selected Packages, you will have to enter the package numbers individually separated by commas.
  5. Select if you want to Honor Package’s Show in Catalog flag (Greater Giving recommends checking this).
  6. Select if you want to Exclude Sold Packages (Greater Giving also recommends checking this).
  7. Leave any Notes as necessary; these are for internal use only.
  8. Click Save to save your Catalog and be taken back to the Catalog grid.

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