Open the Donor Dashboard and click + Add New Donor.
The Donors window will appear.
Enter the information you require for the Donor.
You can enter as much or as little information as you want.
If you simply need to create a file quickly you can just enter the name and click Save Donor.
You can open the Donor Record and edit the Donor information later to add more details.
By default, the Acknowledge publicly checkbox is selected. If you leave it selected, the Donor's name will be allowed to appear as "Donated by ... " online, on bid sheets, and in the auction catalog.
To clear the checkbox, click the check mark or the Acknowledge publicly text.
Tags are available as filtering criteria when selecting Receipts, and in Reports.
To add a tag to the Donor, start typing in the Tags field. When you hit the space bar, the tag will automatically be created.
To remove a tag, click the
x in the tag box. To remove all tags, click the
x at the far-right of the Tags field.
Tags should only use letters, numbers, hyphens (
-), and underscore (
Entering a tag using a comma or space will create a tag from the letters before the comma or space and start another tag using the characters entered after the comma or space.
Although a tag cannot have spaces, you can use an underscore
_ or a hyphen
- to create a "separation" between multiple words in a tag, for example:
To show or hide the Address information, click the Address heading.
Enter the address for the donor.
Show address publicly
By default, the Show address publicly checkbox is selected. If you leave it selected, the Donor's address will be allowed to appear online, on bid sheets, and in the auction catalog.
To clear the checkbox, click the check mark or the Show address publicly text.
Click Save Donor after entering Donor information.
The Logos section shows the images that have been uploaded for the Donors, such as a company logo or brand logo.
When you upload Donor logos (via the dashboard) the system will resize them as necessary. An original source size of no more than 1000px works well. Also, ideally, the logo should be "square-ish" rather then wide and short, or tall and narrow.
To show or hide the Logos information, click the Logos heading.
By adding an image of the Donor's logo, that image will be available to be included in the auction catalog and on gift certificates.
On the Donor Dashboard, if you double-click on the name of the Donor you just added the Donor's Record will open and you can make changes.
Note that if you hover over the name of the Donor, the default image for the Donor will appear.
To add another Donor, click the + symbol.