# Donor Details (updated)

The Donor Details page contains information regarding the specific Donor. The Summary tab deals primarily with the Donor name, Contact Information, Address, and any Notes. There is also tabs for Donor Images, Receipt references, and History.

# Summary Tab

The Summary tab lets you edit the information associated with the Donor.

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An example Donor Details record.

# Donor

The Donor section contains the Donor Name as it will used and if the Donor is to be Acknowledged publicly and if their Contact details can also be shared. The Reference field is for internal use only.

# Contact Information

The Contact Information section is used to record relevant details regarding contacting the Donor. The Email, Phone Number, and Website Address are the only items used in this section publicly.

The Contact and Solicitor details are for internal use only.

# Address

The Address section's information will be displayed/used as needed.

As an example, if the Bidder Statement is configured to Include donors contact details these address details will be used (provided this is also enabled in the Donor section above).

Bidder Statement - Statement Options

# Notes

The Notes section is for keeping any relevant information about the Donor. This information is considered internal and not generally displayed publicly.


# Images Tab

The Images tab displays all of the images that have been uploaded to the donor record.

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Using the Upload New Image button, or the Add Image under Actions in the sidebar will trigger the Choose Image function and allow you to add more images to the donor record.

INFORMATION

The "Default image", generally this will be displayed first in a list of multiple images, will be used as the Donor Logo.


# Receipt Tab

The Receipt tab shows the items and donations recorded from the Donor in different events.

You can use the dropdown to select the event to view.

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An example showing the item donated and the event it was donated to.


# History tab

The History tab shows an audit trail listing which user made changes to the Donor.

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An example showing the changes made to the Donor Details for this specific Donor.


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Last Revised: 2021-11-19
Last Updated: 11/19/2021, 3:55:58 PM