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    • Batch Donation Entry - Donor Contact Fields

    Owned by Jhetah Mae Leornas
    May 23, 2024
    2 min read

    Steps to change fields for Donor Contact details in Batch Donation Entry

    image-20240523-050650.png

    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.

    image-20240523-050716.png

    Step 5: Modify Contact Fields:

    1. In the Field Set edit page, you will see a list of available fields and the currently included fields.

    2. 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