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Manage customers window - Donor Data tab

From Customers, select Manage customers, find customer record, and select Donor Data tab

Solicitor

Select the drop-down arrow on this field to search all solicitors associated with the customer. The solicitor specified in this field is the default solicitor that displays on the Enter and edit gifts window.

Do not phone

Specifies that the customer does not want to receive solicitations by telephone.

Do not e-mail

Specifies that the customer does not want to receive solicitations by e-mail.

Do not solicit

Specifies that the customer does not want to receive any solicitations.

Do not sell

Specifies that the customer does not want personal information shared or sold.

Preferred Distribution/Premium

(Applies only to memorials and tributes) Specifies the distribution or premium associated with a gift, memorial donation, or tribute to a customer. Values in this drop-down list are defined by your administrator.

List As

Use this field to specify how this particular donor is to be listed on printed materials and reports.

Anonymous

(Optional) Used to indicate that the "list as" for this customer is Anonymous. Although Anonymous will display on the Enter and edit gifts window, you can override this display during gift entry.

Receipting Interval

There are four options for assigning a receipting interval to the customer that display in this area of the window. All interval values are compared to the system date and the date the last receipt was issued to determine if a new receipt should be issued.

Last Receipt Date

(Display Only) The date of the last receipt issued for the customer displays in this field; it is updated after a receipt is printed through the Reports menu.

See Also

Manage Customers - Detail area

Manage customers window - Detail area

To navigate within the Detail area

To enter customer details

Manage customers window - Profile tab

Manage customers window - Status tab

Manage customers window - VAT tab

Manage customers window - Solicitor Data tab

Manage customers window - Other tab

Manage customers window - Internet Security tab

Manage customers window - User-defined tab


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