Contents
- Index
Finding A Donor
To find a specific donor:
1. Click the Donors icon and choose Add/Edit Donors... or press F4.
2. In the Find field at the top of the window type what you want to search for and any matching donors will be shown in a list.
3. You can search by name, envelope#, donor#, phone#, street, postal/zip code, email, mailbox # or receipt#. Below are the details on how to search for each:
Name: you can type the start of a donor's first name, last name or both. (To change how it finds donors by name, click here.)
Envelope#: type the digits of the envelope number (it can be the current one used by a donor or one they used in previous years)
Donor#: a donor's alphanumeric donor # or an old donor# that was used in your previous software.
Phone#: type a telephone number or part of one with or without any dashes/parentheses. Eg: 319-7733 will find that number with any area code, 2244 will find any number that has 2244 in it. You must type more digits than the biggest envelope# to search by phone#. If you type too few digits then it will search by envelope#.
Street: type the number and street name. e.g. if you are looking for 48 Brookstone Drive type 48 Brookstone. To find anyone on a street type # followed by the street name. For example, #Brookstone finds anyone on Brookstone Drive.
Postal/Zip Code: Type P= or Z= followed by the postal or zip code. e.g. type Z=13001 to find zip code 13001, type P=M3M to find an postal code that has M3M.
Email: type all or part of an email address that includes the @. e.g. johnw341@ will find johnw341@gmail.com or alice.johnw341@hotmail.com
Mailbox#: type a mail delivery code or mailbox number preceeded by M#. Eg: M#47 will find mail delivery code or mailbox number 47. If you rename this box to something else you should use the first letter of its name followed by #. So if you rename it to Reference # then you would type R# followed by the reference #.
Tax Receipt#: type R followed by the tax receipt number (this can be a recent one or one from past years)
e.g. R54001 will find receipt# 54001
4. If there is only one donor that matches what you typed, then press the TAB key for the cursor to move to the Name box.
5. If there are several donors that match, select the right one from the list and the cursor will move to the Name box.
When the list of matching names is displayed, if any of them are duplicates, they can be merged by clicking on the Merge button that is above and to the right of the list. (The Merge button is visible only when the list is shown.)
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