Can I add custom additional fields to record donor information?

At the time of recording donor information, apart from the existing default fields, you can add custom fields to record additional information about the donor.

Add custom additional detail fields to record donor information

1. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page.
2. In the top right, click the Additional Fields button.

   

3. In the Name field, enter the name of the custom field.
4. Select the status of the field:
   • Active – A custom field with this status will be available when entering donor information.
   • Inactive – A custom field with this status will not be available when entering donor information.
5. Select the Is mandatory checkbox to set this field as a mandatory field that must be filled when adding a new donor.
6. In the Input method field, select the field input method from the following options:
   • Text Box – Enter brief text information.
   • Text Area – Enter detailed text information.
   • Select Box – Select an option from a drop-down list.
   • Check Box – Select one or more items from a set of options.
7. Click the Create button. When entering donor information, the custom additional fields will be displayed at the bottom.
8. Use the arrow icons to determine the order that the fields will appear when entering donor information.

Inactivate or delete a custom additional detail field

If you do not want a custom additional detail field to be displayed when adding a new donor, you can inactivate it or delete it. However, you cannot delete an additional detail field that has already been used to record donor information.

1. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page.
2. In the top right, click the Additional Fields button.

   

3. Click Edit beside the custom additional detail field you want to edit, select the Inactive status, and then click the Update button. Custom additional detail fields that are inactivated are moved under the Inactive fields list.

   

4. Click Delete beside the custom additional detail field you want to delete.

For more clarifications, please watch this.