Customizable Class Management

In order to record a donation that you have received from a contact you must first categorize the contact as a Donor contact, then you can add the donation information.

To add a donation

1. Using the Search functionality, locate the contact that is making the donation.

2. If the contact is already categorized as a donor, use the Donor Search from the contacts menu.

3. If the contact is not yet categorized as a donor.

4. Select the contact from the contacts search, or take the necessary steps to add a new contact.

5. Click the Categories tab, and then click the Edit button next to the Donor category.
   The Edit Donor page displays.

      NOTE: If donor is not displayed as an available category, click Manage contact categories... and proceed to add the Donor category to the contact.

6. Click the Donations tab, and then click Add new donation....

7. In the Type box, select a donation type.

8. In the Donation Date box, click the arrow to the right of the box to select the date, or type the date the donation was made.

9. In the Amount box, type the amount of the donation.

10. In the Description tab, type a description.

11. Click the Donation Use tab, and then type the information to describe the intended use of the donation money.

12. Click the Save button to save the changes.

To edit a donation

1. Open the Edit Donation page.

2. Perform a Donor search to locate the contact that made the donation.

3. Select the contact in the search results to open the Edit Donor page.
   The Edit Donor page displays.

4. Click the Donations tab, and then click the Edit button next to the donation you want to edit.

2. Make any necessary changes to the donation boxes, and then click the Save button to save the changes.