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Adding a Donor Record

You can add new donor record information on the Donor tab on the Enter and edit gifts window.

After entering a new gift or pledge on the Overview tab of the Enter and edit gifts window, click the Add button displayed to the right of the ID field. The new donor record is added to the customer database.

Note: MEMBER_STATUS and MEMBER_STATUS_DATE are not populated when a new donor record is added to the master database.

In This Section

Enter and edit gifts window - Donor tab

To add a new donor record

To edit a donor record

See Also

Gifts and Pledges

Gifts and Pledges Overview

Entering a Single Gift or Pledge

Editing Gifts and Pledges

Viewing Gifts and Pledges

Deleting Gifts and Pledges

Using Rapid Gift Entry

Sending a Customized Acknowledgement Letter

Entering Memorials and Tributes

Entering Split Gifts

Adding Notes

Entering an Installment Pledge

Entering Matching Gifts

Checking for Duplicate Records

Issuing Reminders and Thank You Letters at Gift Entry


ASI logo 10.6 Production Release. Updated 1/30/2006 12:37:45 PM
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