Donor Grid
Donors are persons or companies who make donations to your
agency, either directly or through a campaign to solicit donation.
Donors may also be enrolled in a workshop, and materials may be checked out to
donors, depending on your agency policy.
After signing in to LACES NexGen, go to More on the area menu
and select Donor from the list to go to the Donor area. The default donor
view is Donor List and the default filter is Active.
The Active filter displays donors:
•
Whose overall status is active.
To display all donor records entered in your agency,
click the X on the Active tile to remove the filter.
Donor records on the grid may be filtered by using grid row
filtering. This allows you to perform searches on specific columns without
creating a search. For more information about adding and applying
searches, go to Search.
display at
the top left of the donor grid on the view options dropdown list. The
default view is Donor List, which displays columns on the grid that
provide at-a-glance information about donor status and donations. The view
may be changed by selecting a different view from the list. This view will
be in effect until you change it, even if you leave the donor grid temporarily
by clicking on a different area, and then return to the donor area.
For more information about views in general, or creating new views, go to View
Manager.
Donor Toolbar
The toolbar at the donor grid allows you to:
•
Add a new donor
•
Make a selection
•
Export to CSV
•
Open the Report Manager
To add a new donor record, click the + Add New Donor icon to display the
donor intake form.
In addition to common fields entered for identification and
contact information, there are two required fields on the donor intake form that
must be entered before the record can be saved.
|
*Intake Date
|
Intake date must be
entered in order to populate the first line of status history at the donor
History tab/Status History panel.
Intake date does not need
to be updated each year, since the intent of this field is to track when
the donor record was first added.
IMPORTANT
NOTE: Intake date was
implemented in legacy LACES during the development of LACES NexGen.
Donors added prior to the addition of this field will not have an intake
date, so this field will be blank at the Donor Data tab/Key Info
panel. When fields are edited on this panel, the intake date field
must be entered prior to saving any changes.
If you do not know the
intake date of your donor, you can enter the date of their first
donation. If the donor does not have any donation records, but has a
line of status history, the date of the first status history record may be
used. Otherwise, you may enter any date you wish.
Adding an intake date
will not populate a line of status history if no history records
currently exist.
|
|
*Display Donor Name As |
Enter how you wish the
donor name to display on the grid for sorting and reporting purposes.
IMPORTANT
NOTE: ‘Display Donor Name
As’ was implemented in legacy LACES as a required field during the
development of LACES NexGen. Because this was not always a required
field, it may be blank in some donor records. When fields are edited
on the Donor Data tab/Key Info panel, this field must be entered prior to
saving any changes.
|
Should I enter the
non-required fields?
When entering a record, it is good practice to enter all
information you have at the time of entry, whether the field is required or not,
if you plan to track this data. This saves having to go back later and
edit the record.
‘Overall Status’ is not required, but since a status history
record is populated when you save the record, it is also good practice to enter
this field at the time of entry. When ‘Overall Status’ is not entered, the
first line of status history will display the status ‘No Value Entered.’
Status History records cannot be added or edited in the donor record, so the
first line of history with an accurate status is important for historical
tracking.
On the intake form, you
may enter either the donor first and last name, or company name, or both.
If you enter the name fields and a company name, you may indicate if
donations are made by the individual instead of the company by checking the
‘Donation as Person’ checkbox. This checkbox determines if the donor
displays on the ‘Donor Address Labels (Institution)’ or the ‘Donor Address
Labels (Person)’ donor reports. When this box is unchecked, the donor is
considered to be a company. You can add or remove the check at any time if the
donor changes.
When the person being added as a donor has another role in
your agency, you will get the ‘Potential Duplicate’ message when the last and
first name match an existing person. Click the message to verify if the
person being added as a donor is a completely different person with the same
name, or an existing person in your agency.
Open Donor Detail Record
Donor records may be opened by double-clicking on the grid
row, or by clicking the details icon on the row.