Transmittals: Using the Nav Bar and App Launcher | Scribe

    Transmittals: Using the Nav Bar and App Launcher

    • User Experience |
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    • 2 minutes

    Transmittal Training Links

    This guide explains how to submit a transmittal for pledge payment. Below are links to additional training materials: Transmittal Pledge Payments: [Video Link](https://vimeo.com/utaa/transmittal-pledge-payment?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Pledge_Payments__c56K0xoHTU-tCsIHdA4RrQ) Transmittal Outright Gifts for Existing Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-existing-record?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Outright_Gift_for_Existing_Constituent_or_Organization__b95uLHvfRkSh_XLbYLGgrg) Transmittal Outright Gifts for New Records: [Video Link](https://vimeo.com/utaa/transmittal-gift-new-records?share=copy) | [Scribe Link](https://scribehow.com/shared/Transmittals_Outright_Gift_for_New_Constituent_or_Organization__5iZXsZg5SYeDF0lbcEYElg)

    Update Your Nav Bar

    Every ACE user can customize their Nav Bar (list of objects at the top of your screen). This is optional, but making these changes could make things easier for users that submit a lot of transmittals.
    To edit your Nav Bar, select the pencil icon in the top right corner of your screen.
    Click "Add More Items"
    On the left, click "All"
    Click the "Search all items..." field.
    First, search for **Review Transactions (v2)**. Select the Plus button to the left. This object is also called RTV2 for short. When you create a transmittal, you are creating an RTV2 record - this allows us to easily create transaction records from submitted data.
    Next, search for **Designations**. Click the plus button to the left. Designations in ACE represent funds that receive gifts. You will need to know the designation for the gift/payment when you create the transmittal.
    Lastly, search for **Campaigns**. Click the plus button to the left. In ACE, appeal records are created in the Campaigns object. Each gift/pledge/payment is associated with an appeal. Transmittals will use a "General Appeal Code" by default if a specific appeal code is not provided or known when the donor's payment is received.
    Once those three items have been added, select "Add 3 Nav Items" at the bottom right.
    From the this screen, you can rearrange your Nav Bar items by clicking and dragging the objects using the icon on the left. You can remove items from your Nav Bar using the "x" icons on the right.
    When you're ready, select "Save" at the bottom.
    You will now see these objects at the top of every screen in ACE.

    Search with the App Launcher

    If you don't want to update your Nav Bar, you can find any object by searching for the name using the App Launcher. Open the App Launcher by clicking the icon in the top left under the UTFI logo.
    In the search bar, enter the object name.
    Select it from the list to open the object.

    Viewing Your Transmittal Submissions

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