Manage customers window - Donor Data tab

From Customers, select Manage customers, open a customer record, and select the Donor Data tab

Solicitor

Enter the customer ID of the solicitor associated with the customer. The solicitor specified here is the default solicitor that displays in the Enter and edit gifts window.

Do not phone

Enable if the customer does not want to be called.

Do not email

Enable if the customer does not want to receive e-mail. This option is for informational purposes only and does not prevent e-mail from being sent to the customer.

Do not solicit

Enable if the customer does not want to receive solicitations.

Do not sell

Enable if the customer does not want to make donations.

Preferred Distribution/Premium

(Applies only to memorials and tributes) Enter the preferred distribution or premium for gifts that are made in memory of or in honor of the customer. If a preferred distribution or premium is specified, the preferred distribution or premium automatically populates the Distribution field on the Overview tab on the Enter and edit gifts window when a memorial or tribute donation is made in honor of this individual. This distribution or premium can be overridden.

List as

Specify how the customer is to be listed on printed materials and reports. This can be overridden.

Anonymous button

Enables you to specify that the “list as” information for this customer is Anonymous. Although Anonymous will display in the Enter and edit gifts window, you can override this while entering a gift.

Receipting Interval

There are four options for assigning a receipting interval to the customer that display in this area. All interval values are compared to the system date and the “last receipt printed” date to determine if a new receipt should be issued.

  • None - If this option is enabled, no receipting interval is activated. This is the default setting. Any non-receipted gifts matching the selection criteria are issued a receipt.
  • Quarterly - If this option is enabled, receipts are not automatically generated with another receipt batch until the quarterly interval (90 days) has passed.
  • Monthly - If this option is enabled, receipts are not automatically generated with another receipt batch until the monthly (30 days) interval has passed. The monthly interval is always equal to 30 days.
  • Annually - If this option is enabled, receipts are not automatically generated with another receipt batch until the annual interval (365 days) has passed.

Last Receipt Date

(System generated - Display only) Displays the date of the last receipt issued for the customer. Updates after a receipt is printed and cannot be updated manually.