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Add Donation Wizard-Step 1
Step 1: Adding a Donation
Use the following steps to start adding a donation:
- Go to .
- Fill in the required Constituent name. Enter the first few letters of the constituent's last name to see a list of matches. Select the constituent who is making the donation. Or click the look-up button for a full list of Customers.
- Choose your Donation type. See the Add a Donation Overview topic for definitions of all the different donation types.
- Click the Continue button to go to Step 2: Donation Information. Click the Cancel button to return to the previous page.