Donor Listing

  • We get a popup saying ‘Donor successfully added’ after submitting the donor form.
  • We switch to a list of donors by clicking “OK” who will have status such as related initiatives, total committed, etc.
  • Using the Action tool, the user will edit the details of the donor and the eye icon under the action tool to display the details.
  • User may change the status from Active to Disable from “All Status” icon.
  • User can disable it by tapping the status ‘active’ button. A pop-up will appear to confirm the status update when you click on it.
  • The logo and certain documents must be uploaded.
  • By clicking on the plus sign given near the document upload, User can upload more than one document.
  • By clicking just below the associated projects, we can also access a project associated with a donor.