Donor history records populate automatically in read only format when a donor record is added using the intake form, or the overall status is updated at the Key Info panel in an existing donor record. The start date of the first history record will be the same as the intake date. Note that Overall Status is not a required field on the donor intake page. If an overall status is not selected at intake, a history record will populate with the status ‘No Value Entered.’
When the donor overall status is edited at the Donor Data tab/Key Info panel, a new status history record will populate with the date the change was made.