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To add fundraising information to a customer record

  1. From Customers, select Manage customers to display the Manage customers window.
  2. Click Find, enter the customer ID, and click Go.
  3. Select the Donor Data tab.
  4. Select the Solicitor from the drop-down list.
  5. (Optional) Enable the Do not phone option.
  6. (Optional) Enable the Do not email option.
  7. (Optional) Enable the Do not solicit option.
  8. (Optional) Enable the Do not sell option.
  9. (Optional) Select the Preferred Distribution or Premium to be associated with this customer from the drop-down list. (This information is used only when this customer is being honored with a memorial or tribute.)
  10. (Optional) Enter the List as information, or click Anonymous to display Anonymous in the List as field.

    Note: The List as information does not affect how invoices are printed for this customer. Most reports include both the full name and the List as information.

    Note: The List as information on the Donor Data tab on the Manage customers window specifies how the customer is listed unless you override the List as information in the Enter and edit gifts window. If you override the List as information in the Enter and edit gifts window, this override only affects that particular gift. All future gifts default to the List as information defined in the Donor Data tab on the Manage customers window.

  11. Select a Receipting Interval. The default is None.
  12. Click Save.

See Also

Adding Fundraising Information to a Customer Record

Manage customers window - Donor Data tab


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