The Key Info panel contains key data regarding the donor record, and populates from information entered on the intake form. Fields with a red asterisk * are required fields, and edits made at the Key Info panel will not be saved if any required fields are left blank through editing or deletion.
Editing within the panel can be done by typing directly into a text field, entering a new date in a date field, or by making a selection from a dropdown list. While making changes, the record indicator, and other tabs will become inactive until the changes have been saved or cancelled.
All dropdown list fields at the Key Info panel may be customized for your agency at Choice Lists.
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Overall Status |
Choice Lists->DonorStatus
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Donor Keyword |
Choice Lists->DonorKeyword
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Mail Preference |
Choice Lists->MailingPreference
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Other Phone Type |
Choice Lists->TelephoneType
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Contact Preference |
Choice Lists->TelephoneContactPreference
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