The “Edit Donor Screen” displays the following information retrieved from the “Donor Profile.” If Donor is Individual, the screen displays the following Donor information, which can be updated.
Donor Type: Individual
Donor Information:
· Name
· Address
· Email Address
· Phone Number
If Donor is Individual, that is a “Volunteer,” the screen displays the following Donor information, which is Read Only.
Donor Type: Individual
Donor Information: Donor is Volunteer
· Name
· Address
· Email Address
· Phone Number
If updates are required, the user can navigate to the “Volunteer
Profile”by choosing “Edit
Volunteer”to initiate the changes. The “Volunteer
Profile”and the “Donor Profile”
is always in sync.
Donor Type: Organization
If Donor is an “Organization” the screen displays the following Read Only Donor information:
· Facility: National or Local Facility Name
· Name:
· Type: Organization or Branch
· Contact Name
· Contact Title
· Contact Phone
· Contact Email
Contact Address
If
updates are required, the user can navigate to the “Organization
Detail”by choosing “Edit
Organization” to initiate the changes. The “Organization
Detail”and the “Donor Profile”
is always in sync. Only Local Organizations and Local Branches within
your working facility can be updated.