When acknowledging a donor’s gift, it’s important that we are acknowledging the correct person or company. Often times, a donor who owns a business will give to the organization both personally and through their company. But what if we enter the donation on behalf of the company onto the donor’s personal profile? Fortunately, you can ...
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There are times when you wish to input a large amount of data. It may be because of gifts all received on the same day (such as at an event) or entering new donors who attended an event and gave for the first time. It is also common for you to launch a campaign and ...
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Tags are another way of categorizing and grouping your donors in ways that the normal Donor Type, Donor Source, Donor Contact Type, etc. fields cannot. Tags can be viewed, created, and permanently deleted via the Options page as shown below: However, for ease of use and to help you get the most benefit, tags can also be ...
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At times, you may accidentally come across duplicate donor profiles. Duplicates can be created in a few different ways: Data imported from a previous system may have already had the duplicates in it The system searches for a donor based on the data they provide on an online donation form and cannot find them, so ...
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