Donor History Sub-tab - Donor History Detail window

When you double-click a row in the Donor History sub-tab of the Customers > Fundraising tab, the Donor History Detail window shows in-depth information about a particular donation. It displays information about the transaction such as the donor ID, the transaction number, and the donation date.

It also includes, when applicable:

■    Solicitor

■    Soft credit information

■    Fund, Campaign, Appeal, Distribution/Product/Function information.

■    Notes entered at the time of donation

■    Split gift income assignment details

■    Credit/debit memo information

■    Pledge installment and payment information

■    Invoice or receipt information

Figure 3: Donor History Detail

From Customers, select Manage customers > Fundraising > Donor History, and double-click a donation row