Date Recorded: 09-18-2017
Length: 40 minutes and 50 seconds
Subject – Donor Screen Basics:
This video covers the basic usage of “Input… Donors/Pledges/Payments”, to find a donor, make changes, add new information, and then edit-save that donor update.
Click on the blue time links below to jump to that topic:
Contents:
00:00 – Input… Donors/Pledges/Payments
01:00 – Donor name and contact fields
02:30 – User Defined codes – Status to Renew
06:25 – User Defined (segmenting) – Codes Major 1 to MD Status
08:25 – Shaded fields calculated by MemSys – Renewal, Joined, Years
Tab Pages:
12:15 – Alerts
13:30 – Miscellaneous
15:20 – Personal
17:15 – Salutations
19:30 – User Codes
20:45 – Summary
23:55 – Giving History… By Fund
30:40 – Options & Tasks (also mentioned – Donor Lookup)
39:30 – Difference between Add Gift and Membership Gift described
40:50 – Session Ended