Donor Management Walkthrough

In this short walkthrough, we will be going through the components that are associated with our Donor Management tools including the dashboard.  By the end of this walkthrough, you should be able to:

1. Add a Donation on Behalf of a Donor

2. Add Contribution Batches

3. Know the differences between; Affiliated Giver and Soft Creditor

4. Transaction View

5. Campaign View

6. Recurring View 

7. Recurring Campaign View

8. Donor Management Dashboard

The Components we will be going through are: