Collecting the Donor Info You Need

The Donor Detail Form contains fields for the most commonly collected Donor Info.  In addition, there are several options for collecting any additional you need:

• Create Custom Fields for Donors.   Once created, these will appear on the Add/Edit Donor Form and in the Donor section of the Online Donation form.  You can also use the Customize button to add custom fields as data columns displayed on your donor Page.
• Repurpose the Misc. field for a specific use (primary advantages over custom field - it already exists, can be bulk edited and displays as a data column on the Donor page).
• Use Internal Notes field.   Use the Customize button to add this field to your Donor page display.
• Record Contact History.  Click on the Donor Name on the Donor Page to access the Contact History record for each donor.  Contact History can be added via bulk edits.  Use the Customize button to add this field to your Donor page display.