How can I add additional fields to record donor information?

Modified on Mon, 05 Sep 2016 at 12:58 PM

  1. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page.

  2. In the top right, click the Additional Fields button.

  1. In the Name field, enter the name of the custom field.

  2. Select the status of the field:

  • ActiveA custom field with this status will be available when entering donor information.

  • InactiveA custom field with this status will not be available when entering donor information.

  1. Select the Is mandatory check-box to set this field as a mandatory field that must be filled when adding a new donor.

  2. In the Input method field, select the field input method from the following options:

  • Text Box – Enter brief text information.

  • Text Area – Enter detailed text information.

  • Select Box – Select an option from a drop-down list.

  • Check Box – Select one or more items from a set of options.

  1. Click the Create button. When entering donor information, the custom additional fields will be displayed at the bottom.

  1. Use the arrow icons () to determine the order that the fields will appear when entering donor information.

For more information, watch this-

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