In Donor View you are able to see a summary of the donation history for a selected donor as well as edit their donor and personal information. You are also able to view and edit their family or giving unit.
In the donation history tab you are able to view each donation date and amount as well as print a receipt for each donation.
You can print or download a list of donations using the printer or excel icons on the right above the grid view.
There is a filter in donation history for displaying donations based on a defined period.
There is an action button on the right for each donation to print the associated receipt issued for that donation.
In the donor tab you are able to view and edit the donor information including code and full name as well as the personal information for the donor.
In edit donor Information you can update the full name and external code.
In edit personal information you can update the name, birthdate, gender, address, and contact information for each donor. Only the first name, last name, and full name are required and the rest of the information is optional. I the contact tab there is a check box for enable paperless which will control if the donor receives electronic communications for statements and receipts.
In the family tab you are able to view and edit the family that the donor has been setup under.
You can print or download a list of donors in the family unit using the printer or excel icons on the right above the grid view.
You can add or remove a donor from a family in the donor view similar to how you would in the family screen.