01. How to Create, Edit and Delete a Donor

Creating a Donor:

1.   To create a new Donor click on to Donor icon on the left navigation panel. It will take you to the Donor screen where you will find all the existing donors list and their details.

2.   Click on '+Add' on the top right corner to create a new Donor.

 

A new window will appear to add details of the new donor.

When user checked Add Donation checkbox , Donation details are open where user can enter the Grant Type , Amount , Date and Payment Type.

'+' button is used to enter multiple donation entries.

 

3.   Fill in with all the information for the new donor and click on Save.

 

4.   After clicking on save you will find the new donor on donor main screen list.

 

Editing a Donor:

 

1.   Click on the Donor icon from the left navigation bar. It will take you to the Donor main screen where you will find all the existing list of customers and their details.

2.   Select the Donor you want to edit. Simple click on the Donor name bar to select it. Once the row turns green it means the donor is selected.

3.   After selecting the donor, click on 'Edit' button from the right top corner to make changes in the donor information.

 

4.   After clicking on the edit button it ill open a new screen to edit donor information. Make the changes you required and click on 'Save' button to save the changes.

 

Deleting a Donor:

 

1.   Click on the donor icon from the left navigation bar. It will take you to the donor screen where you will find all the existing list of donor and their details.

2.   Select the donor you want to delete. Simple click on the donor bar to select it. Once the row turns green it means the donor is selected.

3.   After selecting the donor, click on 'Delete' button from the right top corner to delete the donor.

*Note: Clicking on delete will straight away delete the donor and all the information related to that donor.