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Introduction
The Manage Donor Settings page contains tabs which allow you to customize the donations you enter into your organization account. The elements created in this tab can be used in the People Search page to create donations, the Create People Universes page under the Donors tab, and in your webforms.
- To access the Manage Donor Settings page, click on the Admin section in the navigation menu, click Additional System Data Settings, and then click Manage Donor Settings.
Budget Categories
The Budget Categories tab allows you to create categories to help you keep track of your campaign expenses.
To create a new Budget Category, click the blue Add New button on the right-hand side of the screen. A pop-up will appear.
- Use the Budget Category Name textbox to name your Budget Category.
- Use the Parent Budget Category drop-down menu to select a category to associate with the Budget Category.
- (Optional) Click on the Padlock icon to assign the Budget Category to a permission group.
- Activate the checkboxes of the Data Permission Group that should have access to this Budget Category.
- Click the Save button in the Permission Assignments pop-up.
- Click the Save button to save the Budget Category, or click the Save and Add New button to save the Budget Category and create a new one.
Elections
The Elections tab allows you to create multiple elections, which will allow you to manage the donor information for multiple campaigns.
To add a new Election, click the blue Add New button on the right-hand side of the screen. A pop-up will appear.
- When you click on the Election Date box, a calendar will appear. Use the Election Date calendar to select the date of the election.
- Use the Election Type drop-down menu to select the a type of election to associate with the election.
- (Optional) Click on the Padlock icon to assign the Election to a permission group.
- Activate the checkboxes of the Data Permission Group that should have access to this Election.
- Click the Save button in the Permission Assignments pop-up.
- Click the Save button to save the Election, or click the Save and Add New button to save the Election and create a new one.
Financial Accounts
The Financial Accounts tab allows you to create financial accounts, which you can then use to track the deposits into the account.
To create a new Financial Account, click the blue Add New button on the right-hand side of the screen. A pop-up will appear.
- Use the Financial Account Name textbox to assign a name to the Financial Account.
- Use the Sub Financial Account drop-down menu to select a financial account type to associate with the Financial Account.
- (Optional) Click on the Padlock icon to assign the Financial Account to a permission group.
- Activate the checkboxes of the Data Permission Group that should have access to this Financial Account.
- Click the Save button in the Permission Assignments pop-up.
- Click the Save button to save the Financial Account, or click the Save and Add New button to save the Financial Account and create a new one.
Genders
The Genders tab allows you to create additional gender options that are not included in the default PDI system.
To create a new Gender, click the blue Add New button on the right-hand side of the screen. A pop-up will appear.
- Use the Gender Name textbox to assign a name to the new Gender.
- (Optional) Click on the Padlock icon to assign the Gender to a permission group.
- Activate the checkboxes of the Data Permission Group that should have access to this Gender.
- Click the Save button in the Permission Assignments pop-up.
- Click the Save button to save the Gender, or click the Save and Add New button to save the Gender and create a new one.
Deactivating a Gender
To deactivate a Gender, click the Show Admin Options link next to the Add New button.
Activate the checkboxes of the Genders you would like to deactivate, click Deactivate Selected Items, and click Yes.
Reactivating a Gender
To reactivate a Gender, click the Show Admin Options link next to the Add New button.
Activate the Show Inactive Items checkbox. Any inactive Genders will appear in the table with grayed-out text.
Click on the name of the Gender you would like to reactivate, activate the Is Active checkbox in the pop-up, and click Save.