Adding Donors

1. Login
2. Click on Donor tab.
3. Click on Add New Donor

Italicized fields only visible to those who are logged in.

1. Clicking on Is business box will generate a contact person and title.
2. Name is only required field.
3. Tracking ID is meant as a means to keep data integrity if you are importing and exporting a data set. Each ID must be unique.
4. Procurement Agent transfer to Solicitor in the Item Edit detail screen.
5. Clicking on Appear on all Receipts as Sponsor ? box will place name and address on bottom of each receipt..

1. To make Donor visible to guests without logon, click on Make donor to visible to public: box.

2. Description can include html coding and link to donor's web site.

3. Save.