Donors
To access the your Donors, click the heart icon for Donors.
Donors Portal
The Donors Portal lists all of the donors in your agency. You have the ability to filter based upon status: [1] All, Active Donor, In Evaluation, Inactive Donor, or Limbo. [2] You may also search by Donor number, Donor code name or FDA Code. You may also search by last name [3]. To access a specific donor, once you have searched, click on their name in pink:
Donors
The Donors tab hold the following information:
[1] Contact Information: In this section you will be able to view the basic information about your donor.
[2] View Donor Application: You may view, edit and print the application here.
[3] Edit Donor Info: Click here to update and edit donor information.
[4] Known Donor: You may select an option for each individual donor here
[5] Donor Available: This allows you to update a donor's availability status.
[6] Donor Status: Here you may update the status of the donor in your agency.
View Donor Application
To view, edit, or print to donor application, click View Donor Application.
To print the application, click the grey print icon in the upper right hand corner.
To make any edits to the application, simply click on the line you wish and type. If you do make any edits, you will need to click through the entire application to the end and click Save.
You will know your changes have been recorded when you see this screen.
Edit Donor Information
To edit or update a donor's information, click Edit Donor Info.
On this page you will be able to update basic demographic and contact information for your donor. You may also update the photo here, by clicking [1] Browse and then once selected [2] Upload to save the photo. Once you have made any changes or edits, click the Save button.
