In This Article:

    Donation Profile

    In This Article:

      The Donation Profile is a report about a constituent and donation history.  This report gives you a quick overview to the constituent’s contact information, biographical information, relations and donations.  You can also choose whether or not to include constituent notes, Constituent Custom Fields, and/or My Salsa CRM Custom Fields..  This profile can be viewed, easily printed, saved, copied or viewed in your browser.

      1. From a constituent’s Donation Node, select the Donation Profile tab.
      2. Use the scroll buttons along the right side of the window to view the rest of the information.
      3. Include Constituent Notes, Include Constituent Custom Fields, Include My Salsa CRM Custom Fields checkboxes are available.  Uncheck the box so that the information does not display in the profile report.
      4. If any options or information has been changed in this session, select the Refresh button to update the profile.
      5. View in Browser and Save buttons are available in the lower right corner of this panel
      6. When you select the Save button, the Save window opens.  Name the file and select the file type.  Click Save.                                                                                                                                                          

      Next Article: Matching Donation Setup

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