Adding a Donation to a person or organisation:
- Step 1: check the person / organisation exists on the database - open Contacts. Important to remember that a person / organisation only needs to be added once. Any number of Donations can be linked to them. (Image 1)
- Step 2: click the Financial tab to view existing donations - click the Go button to edit / view the details of the donation (Image 2).
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Image 1: checking to see if the person / organisation is already recorded
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Image 2: view or edit the donation details.
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