Adding a donor record

You can add new donor record information on the Donor tab on the Enter and edit gifts window.

After entering a new gift or pledge on the Overview tab of the Enter and edit gifts window, click the Add button displayed to the right of the ID field. The new donor record is added to the customer database.

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Note

MEMBER_STATUS and MEMBER_STATUS_DATE are not populated when a new donor record is added to the master database.

Enter and edit gifts window - Donor tab