You can add historic or recently received Transactions to a Constituent's Timeline so you have a more complete picture of their giving. This can be done directly from the Timeline or added via the File Uploader. To ensure the Transaction appears i...

Income of any kind, including donations, is represented in Donorfy by Timeline items called Transactions. To add a Transaction follow these steps: Find the constituent in the constituent search (if the constituent does not exist you should add it...

If you are entering transactions you received in the past and want to make sure the date received is set to the date you actually received the donation you should do the following: Display the details of the transaction by pressing the dropdown -...

Soft crediting is the act of assigning recognition of a donation to another party or parties who are not the actual donor. For example, Mr A gives £1,000 but you wish to assign 50% of the value of that donation to Mr B who encouraged Mr A to make ...

Adding Anonymous Donations To add an anonymous donation you should click on Home, then from there click the Add button, then click on Transaction - complete the transaction form but do not link the new transaction to a constituent.  Listing & Disp...

Reassigning a transaction allows you to assign an anonymous donation to a constituent - e.g. if you find out who gave a donation - see this article for more information. You can also Move transactions between constituents - e.g. if a transaction ...