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MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Assigning Donors

Donor Details

Donor Notes

Permanent Donor notes display next to the +Add button on the Donation record. These notes are from the Notes field on the Donor record in the Platform. This is a good place to put details that might help data entry. For example, "Bob has an adult son Bobby who lives with them. Ensure the right Bob is credited" or "Sandy always forgets to mark that she wants $50 to go to the Building Fund".

Image displaying an example Donor note that reads "George always wants 50% of his gift to go towards missions even though he often forgets to specify on his envelope." in the field to the right of the green Add button.

Donor Notes (Memo)

Donation notes are specific to the Donation. Add a Donor note using the Memo field located under the Amount on the Donation record. Use these notes to note something without slowing down processing. These notes save in the Donation record in the Platform. You can run the Selected Batch Notes report after processing to follow up or update. For example, "Possible New Address: 123 Main St, Central, MO" or "Memo mentioned Pledge, but Donor has no Pledges set up".

To view donation notes you created in the memo field, create a page view on the Donations page or use the Selected Batch Notes report on the Batches page.

Image displaying an example Donor note memo that reads "Request info about upcoming FPU course" in the field below the green Add button.

Donor History

To see Donor history to help assign or distribute a Donation, click the icon in the Dist (Distributed) field of the donation record. Donor history includes dates, amounds, and/or programs. History displays the past five Donations, including Distribution details and Item Number, excluding those in an unfinalized Batch.

Note: This icon and/or the related Donor history is controlled by the DonorHistoryVisibility Configuration Setting.

Image displaying the Donor history in the Dist column.

Image displaying example Donor history for Generous George. The history includes the date, total amount, and amounts broken out by program.

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Last updated: May 7, 2024