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.
- From a constituent’s Donation Node, select the Donation Profile tab.
- Use the scroll buttons along the right side of the window to view the rest of the information.
- 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.
- If any options or information has been changed in this session, select the Refresh button to update the profile.
- View in Browser and Save buttons are available in the lower right corner of this panel.
- When you select the Save button, the Save window opens. Name the file and select the file type. Click Save.