Where do I set up giving categories in Dev3?

Giving Categories are set up on fundraising activity records. These giving categories allow schools to calculate giving levels at different increments for their capital initiatives and/or annual funds. To set up a giving category, perform the following steps:

  1. Navigate to the Fundraising Activity record via the Find Fundraising Activity query on the Development homepage.
  2. Click on the Giving Categories tab in the column on the left.
  3. Click the Add Record... button to add a new Giving Category for this fundraising activity.
  4. Populate the Description, Status, and Primary Dev Role fields and then click Update.