Donation Category

Often client have a requirement to gather additional information about a donation that is made. There is now an optional Donation Category object where clients can define donations categories that they would like their employees to use to identify the type of donation. When this object has records attached to it, the donation category will show up within the Give module when an employee makes a donation.

For Enterprise Administrators, to set up navigate to Setup> Client Configurable> Donation Category and click New Donation Category. Name the Donation Category and click Save. Continue adding all the relevant categories that will be in use for your programs.

For employees, navigate to the Give module and click either Donate Now or Record a Donation. Complete the rest of the Donation form as well as the new Donation Category field.

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