# Donor Details (updated)

The Donor Details page contains information regarding the specific Donor. To access a these pages, from the main Auction Dashboard, click through the Donors sidebar entry to the main Donors Dashboard.

From here, if the donor is listed in the recently added section, double-click on their name to open their specific record; otherwise, click through All Donors under the Actions sidebar and locate the donor in the list that is displayed.

 ∞ Open Donor Details

Donor Details - Table Of Contents


# Summary

The Summary tab deals primarily with the Donor name, Contact Information, Address, and any Notes. There are also tabs for the specific Donor's related Images, Receipt references, and History.

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An example Donor Details record.

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

# Donor

The Donor section contains the Donor Name.

The option if the donor is to be Acknowledged publicly; and, if their Contact details can also be shared are set here.

The Reference field is an open text field and will only be used internally for the organization.

# 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 or used as needed based on the properties set above in the Donor section. For example, if the Bidder Statement is configured to Include donors contact details these 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

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

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.



# Tags

Hand-crafted, curated Tags can be added to the specific donor record here.

 ∞ Tags

# Actions

  • Add New Donor  ∞ Add Donors
  • Add Image  ∞ Add Images To Donors (uses the Choose Image functionality).
  • Duplicate Donor - opens the Add Donors dashboard with the current donor's details pre-filled.
    • donor images will not be pre-added to the duplicate.
  • Merge Donor -  ∞ Unknown link 'MergeDonors' (starts the "Merge Donor" process).
  • Refresh Donor - this option refreshes the current donor details page.
  • Delete Donor - this option will delete the Donor record after a confirmation has been approved.

# Donations

# Export & Printing

  • Export Activity (advanced)(work in progress)
  • Donor Receipt - this can generate a PDF, a digital Preview only, or send an email version of the Donor Receipt to the donor.
     ∞ Donor Receipts

Learn More


Last Revised: June 2022
Last Updated: 6/17/2022, 7:17:52 PM