# Donor Type- Organization

1. If searching Donor Type is an Organization the user can populate the Name field and search.

2. Search for Donor Type/Organization

3. The system searches using the criteria entered to see if the Organization has been established as a Donor.

4. If no Donors are found from the search, a message appears, “Sorry, no donors were found that matched the specified criteria.”

5. If the Donor does not exist, select “Add New Donor”

6. When clicked, the “Search for Organization Screen” displays the Organization Name.

7. This screen pre-populates allowing the user to Search for the Organization to link to the Donor Record. The user can then execute the Search for any Organization or Local Branch matching the criteria entered.

If the Organization exists as a Donor and was missed in the initial Search, an error message appears, “Is linked to another donor. Please select a different organization or search for the donor record established for this organization.”

8. If the Organization is found, the user can select and establish it as a Donor Record.

· Once the Organization is chosen as a Donor the user can:

o Edit Organization: This selection provides the ability to “Edit the Organization” information.

o Next is the screen where updates can be made, the “Organization Detail Screen.”

· Once submitted, the user is returned to the “Edit Donor Screen” and the updated Organization information is displayed. Only Local Organizations and Local Branches within your working facility can be updated.

· Add Donation – This button is available for users to add a donation from the “Edit Donor Screen.”

· Before submitting the “Add New Donor Button” a “Search for Organization Screen” appears.

· Search results appear along with the button to “Create Organization” or to initiate another “Search.”