In This Article:

    Photo Node

    In This Article:

      The Photo Node within the Constituent Explorer allows you to store a photo with a constituent record. For Employees or Volunteers you can create Photo ID’s, or for VIP’s such as Board Members and large donors, a photo stored with their record is a great way to refresh your memory prior to your next in person meeting.

      Scanners do not have to be TWAIN compliant. It is our experience that most people "Scan from file", even if their scanner is TWAIN complaint. The only requirement for a scanner is that it be able to save files in JPEG format, and preferably, allow you to set the size of the image. You do not want to scan an 8 x 111⁄2 image for a 3 x 6 check.

      If your scanner is TWAIN compliant, then you can use the Image scanning screen to scan directly into DonorPro. If you have a TWAIN compliant digital camera, adding a digital image is as easy as plugging the camera into a USB port on your computer and selecting Scan on the DonorPro photo screen. If your camera is not digital or is not TWAIN compliant you can either scan the image and add it to the Constituent Record, or you can take the photo and download it to your computer and select Scan from File. All images are stored electronically on your system for any DonorPro user, with the appropriate permissions, to view at any time.

      1. Open the employee’s constituent record.

      2. Select the Photo node. The Photo screen will now display.

      3. Choose the Scan, Scan with Options, or Scan from File button. Scan or Scan with Options buttons should be used if the document is not already saved somewhere on your computer. Scanning an image with Options allows you to scan an image to your DonorPro database. However, first DonorPro will open your scanner software to allow you to select scanning options, such as invoking auto crop, resolution, etc. If you have previously configured your scanner, such that your defaults are auto crop, etc., then typically you would select Scan and not Scan with Options in DonorPro. Choose the Scan from File button if the image has previously been saved on your computer.

        NOTE: A scanner must be connected to your computer in order to scan new images into DonorPro.

      4.  If Scan or Scan with Options is selected, once the image has been scanned, choose the color option with which you wish to save the document. Your options are black and white, greyscale or full color. NOTE: Saving images as black and white or greyscale saves space in your database as well as speeds up retrieval. Color files are larger and therefore take more space and more time to open.

      5. If Scan from File is selected, the Open dialog box appears. Browse to the location where the document or image is stored and then select Open. The document is displayed in the lower portion of the screen.

      6. The Slider allows you to zoom in or zoom out on the document. To move the slider select the line with your mouse or drag the arrow across the line. Select the location of the slider that works best for you.

      7. Type a Description.

      8. Type the Received Date or select the Calendar button, select the appropriate date, and then select the OK button.

      9. Select the Save button.

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