Donations - Revision history

Kempscas: /* Search/Edit Contribution */

2017-08-24T16:14:42Z

Search/Edit Contribution

← Older revision		Revision as of 16:14, 24 August 2017
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	Gets information on a specific contribution or locates one or more contributions that meet certain criteria (e.g., Jerry Green’s contribution on May 10th or all contributions of $500 and above).		Gets information on a specific contribution or locates one or more contributions that meet certain criteria (e.g., Jerry Green’s contribution on May 10th or all contributions of $500 and above).

			[[File:Don6.png\|thumb\|none]]

	Note: When searching by the Amount criteria, the search will locate all contributions equal to or greater than the amount you enter		Note: When searching by the Amount criteria, the search will locate all contributions equal to or greater than the amount you enter

Kempscas: /* Search/Edit Contributor Organization */

2017-08-24T16:14:03Z

Search/Edit Contributor Organization

← Older revision		Revision as of 16:14, 24 August 2017
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	==Search/Edit Contributor Organization==		==Search/Edit Contributor Organization==

			[[File:Don5.png\|thumb\|none]]

	Gets information on a specific contributor organization or locates one or more organizations that meet certain criteria (e.g., the record for the Shepard Family Trust or all Contributor Organizations that target funds for seniors issues)		Gets information on a specific contributor organization or locates one or more organizations that meet certain criteria (e.g., the record for the Shepard Family Trust or all Contributor Organizations that target funds for seniors issues)

Kempscas: /* Search/Edit Contributor */

2017-08-24T16:13:15Z

Search/Edit Contributor

← Older revision		Revision as of 16:13, 24 August 2017
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	==Search/Edit Contributor==		==Search/Edit Contributor==

			[[File:Don4.png\|thumb\|none]]

	Gets information on a specific contributor or locates one or more contributors that meet certain criteria (e.g., the record for William Smith, all contributors from DeKalb County)		Gets information on a specific contributor or locates one or more contributors that meet certain criteria (e.g., the record for William Smith, all contributors from DeKalb County)

Kempscas: /* Add Contribution */

2017-08-24T16:12:24Z

Add Contribution

← Older revision		Revision as of 16:12, 24 August 2017
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	==Add Contribution==		==Add Contribution==

	1) Required fields are marked with an (*)		[[File:Don3.png\|thumb\|none]]
	2) Select the contributor’s name from the pull down menu
	3) For a new contributor, press the New Person button and it will take you to a blank Contributor screen. Fill in the information and close the record.		:1) Required fields are marked with an (*)
	4) This contributor’s information now appears on the Contributor Name field pull down menu		:2) Select the contributor’s name from the pull down menu
	5) You can generate a request or thank-you letter and an envelope to the donor at home or at work if desired		:3) For a new contributor, press the New Person button and it will take you to a blank Contributor screen. Fill in the information and close the record.
	6) The white and gray boxes automatically display information from the Contributor and Contributor Organization tables		:4) This contributor’s information now appears on the Contributor Name field pull down menu
	7) Once entered, contributions automatically link to and update the appropriate Contributor record		:5) You can generate a request or thank-you letter and an envelope to the donor at home or at work if desired
	8) Buttons at the top of the Contribution input form		:6) The white and gray boxes automatically display information from the Contributor and Contributor Organization tables
	i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)		:7) Once entered, contributions automatically link to and update the appropriate Contributor record
	ii) Add – Saves the information and opens a new, blank Contribution input form		:8) Buttons at the top of the Contribution input form
	iii) Print – Print this contribution’s information		::i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
	iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form. This is described earlier under the discussion about adding Time Keeping Records.		::ii) Add – Saves the information and opens a new, blank Contribution input form
	v) Close – Saves the information on this form and returns you to the menu system		::iii) Print – Print this contribution’s information
			::iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form. This is described earlier under the discussion about adding Time Keeping Records.
			::v) Close – Saves the information on this form and returns you to the menu system

	==Search/Edit Contributor==		==Search/Edit Contributor==

Kempscas: /* Add Contributor Organization */

2017-08-24T16:11:20Z

Add Contributor Organization

Kempscas: /* Add Contributor */

2017-08-24T16:10:19Z

Add Contributor

Kempscas: Created page with "Donations (Fund Raising) exist to help programs identify, solicit, and track contributors, their contributions, and the organizations they belong to. To maintain confidentiali..."

2017-08-24T16:07:42Z

Created page with "Donations (Fund Raising) exist to help programs identify, solicit, and track contributors, their contributions, and the organizations they belong to. To maintain confidentiali..."

New page

Donations (Fund Raising) exist to help programs identify, solicit, and track contributors, their contributions, and the organizations they belong to. To maintain confidentiality, permissions must be setup by the Applications Administrator in order to use this feature. You can access Donations by going to Admin Donations.

==Add Contributor==

1) Required fields are marked with an (*)
2) Select the correct Member of this organization (where the Contributor works, such as a large company or law firm) from the pull down menu list
i) If it is not listed there, press Add New Organization to open a blank Contributor Organization intake
ii) Fill in the Contributor Organization form, click on close, and return to the Contributor input
iii) The new organization now appears on the pull down menu, and when selected, appears on the new contributor record
3) Continue to fill out the Contributor input
4) You can generate a request-for-donation or thank-you letter
i) Use the Print Letter pull down to choose a letter, either home or work address. The work information is taken from the Contributor Organization record that is linked to the Contributor record
ii) Select the letterhead
iii) Print an envelope if needed
5) The boxes at the bottom of the screen fill over time, as you enter contributions for this Contributor.
6) Buttons at the top of the Contributor input form
iv) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
v) Add – Saves the information and opens a new, blank Contributor input form
vi) Print – Print this contributor’s information
vii) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form (Described in Exploring Prime)
viii) Close – Saves the information on this form and returns you to the menu system

==Add Contributor Organization==

1) Required fields are marked with an (*)
2) Put a check next to any subjects the organization wishes to target
3) Use the Notes box to enter notes about the organization. Make sure to click on Insert Date first
4) The box at the bottom of the intake automatically fills in and updates over time as you enter contributors who are linked to this organization
5) Buttons at the top of the Grantor or Contributor’s Organization input form
i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
ii) Add – Saves the information and opens a new, blank Contributor’s Organization input form
iii) Print – Print this contributor’s organization information
iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form
v) Close – Saves the information on this form and returns you to the menu system

==Add Contribution==

1) Required fields are marked with an (*)
2) Select the contributor’s name from the pull down menu
3) For a new contributor, press the New Person button and it will take you to a blank Contributor screen. Fill in the information and close the record.
4) This contributor’s information now appears on the Contributor Name field pull down menu
5) You can generate a request or thank-you letter and an envelope to the donor at home or at work if desired
6) The white and gray boxes automatically display information from the Contributor and Contributor Organization tables
7) Once entered, contributions automatically link to and update the appropriate Contributor record
8) Buttons at the top of the Contribution input form
i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
ii) Add – Saves the information and opens a new, blank Contribution input form
iii) Print – Print this contribution’s information
iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form. This is described earlier under the discussion about adding Time Keeping Records.
v) Close – Saves the information on this form and returns you to the menu system

==Search/Edit Contributor==
Gets information on a specific contributor or locates one or more contributors that meet certain criteria (e.g., the record for William Smith, all contributors from DeKalb County)

==Search/Edit Contributor Organization==
Gets information on a specific contributor organization or locates one or more organizations that meet certain criteria (e.g., the record for the Shepard Family Trust or all Contributor Organizations that target funds for seniors issues)

==Search/Edit Contribution==
Gets information on a specific contribution or locates one or more contributions that meet certain criteria (e.g., Jerry Green’s contribution on May 10th or all contributions of $500 and above).

Note: When searching by the Amount criteria, the search will locate all contributions equal to or greater than the amount you enter

← Older revision		Revision as of 16:11, 24 August 2017
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	==Add Contributor Organization==		==Add Contributor Organization==

			[[File:Don2.png\|thumb\|none]]

	1) Required fields are marked with an (*)		:1) Required fields are marked with an (*)
	2) Put a check next to any subjects the organization wishes to target		:2) Put a check next to any subjects the organization wishes to target
	3) Use the Notes box to enter notes about the organization. Make sure to click on Insert Date first		:3) Use the Notes box to enter notes about the organization. Make sure to click on Insert Date first
	4) The box at the bottom of the intake automatically fills in and updates over time as you enter contributors who are linked to this organization		:4) The box at the bottom of the intake automatically fills in and updates over time as you enter contributors who are linked to this organization
	5) Buttons at the top of the Grantor or Contributor’s Organization input form		:5) Buttons at the top of the Grantor or Contributor’s Organization input form
	i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)		::i) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
	ii) Add – Saves the information and opens a new, blank Contributor’s Organization input form		::ii) Add – Saves the information and opens a new, blank Contributor’s Organization input form
	iii) Print – Print this contributor’s organization information		::iii) Print – Print this contributor’s organization information
	iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form		::iv) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form
	v) Close – Saves the information on this form and returns you to the menu system		::v) Close – Saves the information on this form and returns you to the menu system

	==Add Contribution==		==Add Contribution==

← Older revision		Revision as of 16:10, 24 August 2017
Line 3:		Line 3:
	==Add Contributor==		==Add Contributor==

			[[File:Don1.png\|thumb\|none]]

	1) Required fields are marked with an (*)		:1) Required fields are marked with an (*)
	2) Select the correct Member of this organization (where the Contributor works, such as a large company or law firm) from the pull down menu list		:2) Select the correct Member of this organization (where the Contributor works, such as a large company or law firm) from the pull down menu list
	i) If it is not listed there, press Add New Organization to open a blank Contributor Organization intake		::i) If it is not listed there, press Add New Organization to open a blank Contributor Organization intake
	ii) Fill in the Contributor Organization form, click on close, and return to the Contributor input		::ii) Fill in the Contributor Organization form, click on close, and return to the Contributor input
	iii) The new organization now appears on the pull down menu, and when selected, appears on the new contributor record		::iii) The new organization now appears on the pull down menu, and when selected, appears on the new contributor record
	3) Continue to fill out the Contributor input		:3) Continue to fill out the Contributor input
	4) You can generate a request-for-donation or thank-you letter		:4) You can generate a request-for-donation or thank-you letter
	i) Use the Print Letter pull down to choose a letter, either home or work address. The work information is taken from the Contributor Organization record that is linked to the Contributor record		::i) Use the Print Letter pull down to choose a letter, either home or work address. The work information is taken from the Contributor Organization record that is linked to the Contributor record
	ii) Select the letterhead		::ii) Select the letterhead
	iii) Print an envelope if needed		::iii) Print an envelope if needed
	5) The boxes at the bottom of the screen fill over time, as you enter contributions for this Contributor.		:5) The boxes at the bottom of the screen fill over time, as you enter contributions for this Contributor.
	6) Buttons at the top of the Contributor input form		:6) Buttons at the top of the Contributor input form
	iv) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)		::iv) Save/Stay – Save this information and stay on this form (Note: This will also let you know, through an error box, whether you have missed a particular entry that is required)
	v) Add – Saves the information and opens a new, blank Contributor input form		::v) Add – Saves the information and opens a new, blank Contributor input form
	vi) Print – Print this contributor’s information		::vi) Print – Print this contributor’s information
	vii) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form (Described in Exploring Prime)		::vii) Time – This button will take you to the Stop Watch Time Keeping form, wherein you can track the time spent on this input form (Described in Exploring Prime)
	viii) Close – Saves the information on this form and returns you to the menu system		::viii) Close – Saves the information on this form and returns you to the menu system

	==Add Contributor Organization==		==Add Contributor Organization==