- At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page.
- In the top right, click the Additional Fields button.
- In the Name field, enter the name of the custom field.
- Select the status of the field:
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Active – A custom field with this status will be available when entering donor information.
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Inactive – A custom field with this status will not be available when entering donor information.
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Select the Is mandatory check-box to set this field as a mandatory field that must be filled when adding a new donor.
- In the Input method field, select the field input method from the following options:
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Text Box – Enter brief text information.
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Text Area – Enter detailed text information.
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Select Box – Select an option from a drop-down list.
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Check Box – Select one or more items from a set of options.
- Click the Create button. When entering donor information, the custom additional fields will be displayed at the bottom.
- Use the arrow icons (
) to determine the order that the fields will appear when entering donor information.
For more information, watch this-
