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Member/Donor Information
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| Donor Code: | Enter a valid donor's code.
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| To add a new donor:
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| 1. | If the Assign donor numbers field is checked in the Organization Information screen, click the NEW button, press Ctrl-N, or select NEW from the Files menu.
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| 2. | If the Assign donor numbers field isn't checked in the Organization Information screen, enter the new donor code and then click the NEW button, press Ctrl-N, or select NEW from the Files menu.
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| Parent Code: This defaults to the donor code. This is used to 'tie' two or more donors into a 'family'. For instance the parent code for a spouse would be the first spouse's donor code and the parent code for the children would also be the first spouse's donor code.
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| Last Name: Enter the donor's last name. In the case of an organization, this would be that organization's name. On some reports the name would be the "Polo, Marco" and on other reports it would be the "Marco Polo."
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| First Name: Enter the donor's first name.
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| Created: This is completed by the computer when a new record is created.
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| Updated: This is completed by the computer when a record is saved.
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| Address: Enter the donor's address. There are two lines for the address.
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| City: Enter the city portion of the address.
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| State: Enter the state portion of the address.
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| Zip Code: Enter the zip code portion of the address.
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| Country: Enter the country portion of the address.
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| Email Address: Enter the email address of this donor.
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| Phone Number | Enter the phone number including the area code.
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| Phone Type | This can be a type from the drop down list or it can contain anything (i.e., JOHN DOE, PRESIDENT, etc.):
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| HOME
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| BUSINESS
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| CELLULAR
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| FAX
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| MODEM
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| ISDN
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| DSL
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| RECEIVABLES
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| PAYABLES
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| TECH SUPPORT
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| CUSTOMER SVC
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| Status: Indicate the donor's marital status or that it's a company:
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| SINGLE
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| MARRIED
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| WIDOWED
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| DIVORCED
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| COMPANY
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| Sex: Indicate the donor's sex - Male/Female/Not Applicable (for Companies)
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| Federal Tax ID: Enter the donor's federal tax id (for individuals use the Social Security Number).
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| Anniversary: Enter the donor's anniversary date. (Not valid for a status of COMPANY)
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| Birthday: Enter the donor's birthday. (Not valid for a status of COMPANY)
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| Member? Indicate whether or not this donor is a member.
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| Send Receipts? Indicate whether or not to send donation receipts.
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| Send Statements? Indicate whether or not to send donation summary statements.
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