# Donors (updated)

INFORMATION

Donors are saved at the organization level, not at the event/auction level. The donor information is available to all events under the organization.

WARNING
Deleting a Donor will remove it from EVERY auction.

The Donors functions in Auctria allow you to manage the Organization's donors.

  • Maintain a list of available donors for your organization.
  • Track and analyze donors.
  • Record donations separate from auction Donation Items.
  • Create Donor Receipts for recorded donations.

To access the donor functions, click Donors in the main Auction Dashboard sidebar.

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The Donor Dashboard will appear highlighting the current number of "Active" donors for the event and listing the last five Recently added donors to the organization.

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An example noting the "Active" donors for the current event.

# Actions

  • All Donors links to the "All Donors" report which defaults to "active" and "inactive" donors for the organization.
  • Add New Donor opens the Add Donor dashboard.
  • Donor Receipts opens the Donor Receipts dashboard.
  • Donor Maintenance opens the Donor Maintenance dashboard.

# Donations

  • All Donations opens a list view of Donor Donations (see List Donor Donations for more information) -- new donations can be added from this report.
  • Add New Donation opens the Add A Donor Donation dashboard.

# Import/Export

  • Import opens the Import Data dashboard (pre-configured to import into the Donor table).
  • Export opens the Export Data dashboard.

Learn More


Last Revised: 2021-07-19, 12:01 PM
Last Updated: 7/19/2021, 4:03:39 PM