Donor Manager displays data in panes, grouped by names, details, payment and logs.
The first pane shows the list of most recent customers within the chosen date range. The customer name, campaign, occupation, donation status and signup date and time are listed. The coloured lines on the left indicate the status of the pledge form (Pending - Blue, Active - Green, Cancelled - Red).
Scroll through the list or click on a name to see the entire file. The next pane shows a summary of the customer selected.
TIP: You can minimise this pane by pressing the “All” button next to the search box and scroll through using the up and down arrows.
Make this pane wider by pressing the ‘All ’ button next to the search box and/or the Logs button next to Add Event.
The right pane shows the log of all activities conducted for the selected customer. All modifications made to the data are recorded here along with any communication that has been sent and their outcomes.