Create Single Donations
Contact Single Donation: SEARCH for the Contact FIRST!
This is when you get a check from a contact.
Click on the contact
Go to the Contact Related List
click on Donations
Click New
Choose Record Type
This is what you will see first
- Account Name will be filled in with Household
- Primary Campaign Source will be filled in with the last campaign you were adding to donations
- Fields that are required: Donation Name, Close Date, Stage (and Account Name, which is populated)
- Search for and add the CONTACT name
This is after you fill in all the details
- The Donation Name will be created when you save the record. You can put blah-blah in here.
Here's the Donation we created
Contact Roles
- Hard Credit for Raphael
- Soft Credit for his Household memeber, PeterTest
Raphael is added to the Campaign
Note new Campaign Member Status
I created a new status, Donated, for my Campaign. I like it better than Responded...I want to know who actually Donates to my appeals. But this can get out of hand. It must be used very sparingly.
Household Page reflects the donation
Sometimes these rollups are processed overnight and you'll see the results the next morning.
Donation Automatic Naming Conventions
Log a Grant
SEARCH FIRST for an Account that we are approaching for a grant
Click the New Button
On the Opportunity Related List: Click the NEW button
Select Grant Record Type
Fill in the fields
Notice the same blah-blah for the Donation Name
The Name is automatically changed
If you leave off the Campaign Name...
It will not be automatically added to the Opportunity/Donation name, and you'll have to add it manually.
The primary Contact gets a contact role of Soft Credit
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