Modify Donor Information allows you to set up and edit information on your donors.
This Section Includes:
Filters
You have access to the following Filters:
In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:
- Envelope Number:
- Email:
- Phone:
- Address:
- City:
- Country:
- State:
- Postal Code:
- Birthdate:
- Login:
- Tag:
Click the Search button to display results or the Clear Filters link to reset all filters.
Donor Information Grid
The Donor Information grid contains the following columns for each donor:
- Name:
- Gender:
- Age:
-
Email: Hover over the Email
icon to view the email address or click it to begin composing a message in your email client.
- Home Phone:
- Primary Address:
Click the Edit icon or double-click any donor in the grid to edit their record. You can also click the Add New Donor link to add a new donor.
Donor Information Update
Choose the Donor Type.
-
Organization:
- Organization Name:
-
Individual:
- Title:
- First Name:
- Middle Name:
- Last Name:
- Suffix:
Donor Information Tab:
- Last Contribution Date:
- Email Statement:
- Envelope Number
-
Tags:
- Add tag
- Default Sub Donor:
- Contribution Note:
- Alternate ID:
- Area:
- Region:
- District:
ACH Accounts Tab:
-
Add New ACH Account: Click the Add New ACH Account link to add to the list of accounts for the donor.
- Account Type: Checking, or Savings
- Bank Routing #:
- Bank Account #:
- Default: * If checked, all new gifts will default to use ACH.
Click the OK button to save the account or click the Apply button to save the account and continue adding more accounts.
Phones Tab:
-
Add New Phone: Click the Add New Phone link to add to the list of phones for the church.
- Phone Type: Choose from the drop-down list.
- Phone Number:
- ext.:
- Unlisted:
- SMS:
When finished click the Save button to save the phone information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page you were on.
Emails Tab:
-
Add New Email: Click the Add New Email link to add to the list of emails for the donor.
- Email:
- Note: Type a note if desired.
- Active:
- Preferred:
When finished click the Save button to save the email information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page you were on.
Addresses Tab:
-
Add New Address: Click the Add New Address link to add to the list of addresses for the donor.
- Address Type: Choose from the drop-down list.
- Country:
- Address Line 1:
- Address Line 2:
- Postal Code:
- City:
- State / Province: Choose from the drop-down list.
- Primary:
When finished click the Save button to save the email information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page you were on.
Demographics Tab:
- Date Created:
- Salutation:
- Birthdate:
- Marital Status: Choose from the drop-down list.
- Gender: Unknown, Male, Female, or Undefined
- Social Security Number:
- Date Last Verified:
Relationships Tab:
Add New Relationship: Click the Add New Relationship link to add to the list of relationships for the church.
-
Person: Click Person Search
icon and Select a person.
- Relationship: Choose the relationship from the drop-down list.
When finished click the Save button to save any information that has been added or changed, or the Close link to leave the page without saving any changes and return to the previous page you were on.
Notes Tab:
Enter a note in the field provided if you wish.
Save/Cancel:
When finished click the Update button to save any information that has been added or changed, the Reset resets the page back to how it was before any changes were made to it, or the Cancel link to to leave the page without saving any changes and return to the previous page you were on.
Updated