Donor History Sub-tab - Donor History Detail window

When you double-click a row in the Donor History sub-tab of the Customers > Fundraising tab, the Donor History Detail window shows in-depth information about a particular donation. It displays information about the transaction such as the donor ID, the transaction number, and the donation date.

It also includes, when applicable:

  • Solicitor
  • Soft credit information
  • Fund, Campaign, Appeal, Distribution/Product/Function information.
  • Notes entered at the time of donation
  • Split gift income assignment details
  • Credit/debit memo information
  • Pledge installment and payment information
  • Invoice or receipt information
From Customers, select Manage customers > Fundraising > Donor History, and double-click a donation row