/
Batch Donation Entry - Donor Contact Fields
Ready for review
Batch Donation Entry - Donor Contact Fields
Steps to change fields for Donor Contact details in Batch Donation Entry
Step 1: In the Object Manager, type "Contact" in the search box to find the Contact object.
Step 2: Click Contact Object
Step 3: Click Field Sets
Step 4: Look for "BDE Contact Details" in the list of Field Sets.
Click on "BDE Contact Details" to open it.
Step 5: Modify Contact Fields:
In the Field Set edit page, you will see a list of available fields and the currently included fields.
Drag and drop the field from the "In the Field Set" section to the "Available for the Field Set" select (drag in the Field Set) the fields you want to display on your donor contact.
Step 6: Save
, multiple selections available,
Related content
User Guides - Posi Giving
User Guides - Posi Giving
Read with this
Batch Gift Entry - PosiGive
Batch Gift Entry - PosiGive
More like this
Consolidated Statements - ProntoPlus
Consolidated Statements - ProntoPlus
Read with this
Update Contact Details - WIT
Update Contact Details - WIT
More like this
Hard-Coded Variables
Hard-Coded Variables
More like this
Creation of BDE Template
Creation of BDE Template
More like this