The Contact Menu has an item called "View Org Info", or more precisely, "View Organization Info". But what you may see is the initials for your organization. Default Your Organization - ToonTown Ministries (TTM) Sample If you can connect...
You can manually add Donor IDs on the Organization Info box. This may be useful if you cannot connect directly to your organization's donation system but may do so in the future. Manually adding a Donor ID would facilitate a future link with your donation...
The Contact | View Details displays 26 fields in two sections, Historical (the last time you did one of these things) or Gift Summary (lots of details about their giving, both currently and over time). See the Video series on Automatic Actions for New...
This feature only applies when you receive donation data from your organization. These instructions cover these two situations; the principle and resolution is the same for both situations: 1. You have one contact who has two accounts with your organization...