Donor Tab (Profiles)
  • 09 Oct 2023
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Donor Tab (Profiles)

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Article summary


Donor Tab (Profiles)

The Donor tab is where you enter information about the Donor (or prospect). This tab is the same as the one in the Donor and Gift Management module.

Refer to Donor Tab in the Donor and Gift Management module for detailed information about the fields on this tab.

The Donor record is an extension of the Profile record that applies specifically to prospects and Donors to the organization. You must create a Donor record for a Profile before you can record a Gift from that Profile.

You can create the Donor record from either the Profile Management module or the Donor and Gift Management module. Refer to Creating a Donor Record in the Donor and Gift Management module for more information.

 


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