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Dashboard: Donor Details

The Donor Details page contains information regarding the specific Donor. To access these pages from the main Auction Dashboard, click through the Donors sidebar entry to the main Donors Dashboard.

From here, if the donor is listed in the recently added section, double-click on their name to open their specific record; otherwise, click through All Donors under the Actions sidebar and locate the donor in the displayed list.

Summary

The Summary tab deals primarily with the Donor name, Contact Information, Address, and any Notes. There are also tabs for the specific Donor's related Images, Receipt references, and History.

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All examples taken from a demonstration event.

The Summary tab lets you edit the information associated with the Donor.

Donor

The Donor section contains the Donor Name.

Here, the options for whether the donor is to be Acknowledged publicly and whether their Contact details can also be shared are set.

The Reference field is an open text field and will only be used internally for the organization.

Contact Information

The Contact Information section records relevant details regarding contacting the donor.

The Email, Phone Number, and Website Address are the only publicly available items in this section.

The Contact and Solicitor details are for internal use only.

Address

The information in the Address section will be displayed or used as needed based on the properties set above in the Donor section. For example, if the Bidder Statement is configured to Include donor's contact details, these details will be used (provided this is also enabled in the Donor section above).

 Bidder Statement - Statement Options

Notes

The Notes section is for keeping any relevant information about the Donor. This information is considered internal and not generally displayed publicly.

Images

The Images tab displays all of the images that have been uploaded to the donor record.

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Using the Upload New Image button or the Add Image under Actions in the sidebar will trigger the Choose Image function and allow you to add more images to the donor record.

INFORMATION

The "Default image" will generally be displayed first in a list of multiple images and used as the Donor Logo.

Receipt Tab

The Receipt tab shows the items and donations recorded from the Donor in different events.

You can use the dropdown to select the event to view.

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An example showing the item donated and the event it was donated to.

History

The History tab shows an audit trail listing which user made changes to the Donor.

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An example showing the changes made to the Donor Details for this specific Donor.

Donor Details Sidebar

  • Add New Donor  Add Item Donors
  • Duplicate Donor - opens the Add Donors dashboard with the current donor's details pre-filled.

    Donor images will not be pre-added to the duplicate.

  • Merge Donor -  Merge Donors (starts the "Merge Donor" process).
  • Refresh Donor - this option refreshes the current donor details page.
  • Delete Donor - this option will delete the Donor record after a confirmation has been approved.
  • Donor Receipt - this can generate a PDF, a digital Preview only, or send the donor an email version of the Donor Receipt. See  Donor Receipts for more information.

See also:

Last reviewed: March 2024
DonorDetails
/donated_items/item_donors/donor_details/
donated_items
item_donors
donor_details
Dashboard: Donor Details
An overview of the donor details dashboard.