The donor header displays key information about the donor in the record that is currently open, and shows at the top of each donor detail tab. The header itself cannot be edited, but the fields that display in the header may be edited elsewhere in the donor detail record, or populate automatically. The donor header will update to display any applicable changes.
Fields that display in the donor header and where the editable fields may be edited:
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Donor Display Name |
Populates automatically from the ‘Display Donor Name As’ field; editable at the Donor Data tab/Key Info panel. If ‘Display Donor Name As’ is blank, nothing will display in the header.
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Donor ID |
System number automatically generated when the donor record is created; non-editable. This ID is helpful when submitting a tech support question about a particular donor record.
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Overall Status |
Donor Data tab/ Key Info panel; entered at intake or edited at the Donor Key Info panel.
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Donor Keyword |
Donor Data tab/ Key Info panel; entered at intake or edited at the Donor Key Info panel.
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Date of Last Donation |
Populates automatically from the date of the last donation record entered at the Donations tab.
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Amount of Last Donation |
Populates automatically from the amount of the last donation record entered at the Donations tab.
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Total Donations |
Populates automatically from the total of all donation values entered at the Donations tab; non-editable.
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The donor detail toolbar allows you to:
•Add a new donor
•Delete the donor record currently open
The Record Indicator at the top right of the donor header shows which record you have open out of a selection of records, and allows you to move forward or back by record, or go to the first or last donor record in the list. When you use the arrows to move forward or back, the record will be at the same panel and/or tab you were previously in.