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Donors

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Donors

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CATEGORY/QUERY: Donations/Donors

NOTES: This query describes donors.

Donor Code/ID

Text (18)

Required

Unique code/id to describe donor.

Donor Name

Text (75)

Optional

Full name of donor. If left blank, it will be derived from other name fields.

Category

Text (255)

Optional

Categorizes the donor. It may be a simple name or a hierarchy (like: "Root\Department\Team\Region").

Is Organization

Boolean

Optional

If True, then use Organization Name, but not Title/First/Middle/Last/Suffix/Spouse name fields.

Organization Name

Text (50)

Optional

Only provide if IsOrganization is True.

Organization Contact Person

Text (50)

Optional

The person to contact within the organization. Only provide if IsOrganization is True.

Title

Text (25)

Optional

Primary name title. Only use if IsOrganization is not true.

First/Given Name

Text (25)

Optional

Primary first name. Only use if IsOrganization is not true.

First/Given Name (Auto-Split)

Text (50)

Optional

Only use if IsOrganization is not true. "And" words will be used to determine primary first name and spouse first name.

Middle Name

Text (25)

Optional

Primary middle name. Only use if IsOrganization is not true.

Last/Family Name

Text (50)

Optional

Primary last name. Only use if IsOrganization is not true.

Suffix

Text (25)

Optional

Primary name suffix. Only use if IsOrganization is not true.

Spouse Title

Text (25)

Optional

Spouse name title. Only use if IsOrganization is not true.

Spouse First/Given Name

Text (25)

Optional

Spouse first name. Only use if IsOrganization is not true.

Spouse First/Given Name (Auto-Split)

Text (50)

Optional

Only use if IsOrganization is not true. "And" words will be used to determine primary first name and spouse first name.

Spouse Middle Name

Text (25)

Optional

Spouse middle name. Only use if IsOrganization is not true.

Spouse Last/Family Name

Text (25)

Optional

Spouse last name. Only use if IsOrganization is not true.

Street Address

Text (200)

Optional

 

City

Text (50)

Optional

 

State/Province

Text (50)

Optional

 

ZIP/Postal Code

Text (25)

Optional

 

Country Code (A2/A3/Numeric)

Text (3)

Optional

A2, A3 or Numeric ISO 3166 Country Code.

Country/Region

Text (50)

Optional

Name of country. Optional way to lookup a country.

Address Is Deliverable

Boolean

Optional

If address is not deliverable: street address, city, state/province and postal code are blanked out.

Address Last Update

DateTime

Optional

When the address last changed in the source database.

Phone

Text (50)

Optional

 

Phone Is Operational

Boolean

Optional

If phone is not operational: It is blanked out.

Phone Last Update

DateTime

Optional

When the phone number last changed in the source database.

Mobile Phone

Text (50)

Optional

 

Mobile Phone Is Operational

Boolean

Optional

If mobile phone is not operational: It is blanked out.

Mobile Phone Last Update

DateTime

Optional

When the mobile phone number last changed in the source database.

Spouse Mobile Phone

Text (50)

Optional

 

Spouse Mobile Phone Is Operational

Boolean

Optional

If SpouseMobile phone is not operational: It is blanked out.

Spouse Mobile Phone Last Update

DateTime

Optional

When the mobile phone number last changed in the source database.

Email

Text (200)

Optional

 

Email Is Operational

Boolean

Optional

If email is not operational: It is blanked out.

Email Last Update

DateTime

Optional

When the email last changed in the source database.

Spouse Email

Text (200)

Optional

 

Spouse Email Is Operational

Boolean

Optional

If SpouseEmail is not operational: It is blanked out.

Spouse Email Last Update

DateTime

Optional

When the email last changed in the source database.

Staff Memo

Memo

Optional

A note visible to the staff.

Donor Memo

Memo

Optional

A note visible to the donor.

Deceased

Boolean

Optional

If the donor is deceased.

Related Donor Code/ID

Text (18)

Optional

A donor code that this donor is related to.

Administrative

Boolean

Optional

If the donor is an internal account.




Comments on this Help Topic

Jim Crozier wrote re: Donors
on 6 Mar 2017 4:33 PM

how are deceased donors displayed on the web portal?

Troy Wolbrink wrote re: Donors
on 24 Jun 2017 1:30 AM

On the Staff Portal, the Deceased flag doesn't do much if anything.  TntConnect looks at it, brings it to the user's attention by scheduling a task to research and it logs a history I believe.

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