You can add transactions received in the past to a constituents timeline so you have a more complete picture of their giving - to ensure the transaction appears in correct place on the timeline and the dashboard stats are correct you should set th...

Ben Brett

July 13, 2016 12:38

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...

Ben Brett

December 18, 2015 15:57

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 more - highlig...

Ben Brett

October 06, 2015 08:46

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 ...

Robin Fisk

April 04, 2016 13:55

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...

Ben Brett

September 07, 2015 09:34

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 ...

Ben Brett

September 07, 2015 10:17