If you are entering the donor information for the first time, always do a name search to make sure that you are not adding a duplicate record for the donor. If the donor is not on the system, right-click and choose New Name.
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If you are entering the donor information for the first time, always do a name search to make sure that you are not adding a duplicate record for the donor. If the donor is not on the system, right-click and choose New Name. |
This window allows you to track information about donors (persons, alumni, companies, and major potential donors). You can select or type in a donor ID Number, or you can click one of the buttons at the bottom of the window without entering an ID Number.
If you enter an ID Number, the box below the ID # column will display up to six columns of information about the ID Number entered. You decide the six columns that are displayed by selecting Select Display Fields from the Options or right-click menu. The Select Fields window appears where you can select or change the information to appear in this box.
The following buttons are available for you to use to open other windows; however, some buttons may be unavailable.
Clicking this button . . . |
Opens this window . . . |
Biograph Information |
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Donor Inquiry |
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Constituency Codes |
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Giving Clubs |
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Matching Gift Policy |
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Attributes |
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Relationships |
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Receipt Instructions |
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Salutations |
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Notepad |