Existing Donor

The user can find an existing donor, administrate the existing donor data held i.e. change an email address or process some new donations from the donor.

To find a donor record the user can key in a first ‘Name’, ‘Surname’ and/or ‘Email Address’, or a combination to drill down into the donor database to find a specific donor, and pressing Search.

Where a match is found the user can select the donor with View button.

Once the correct donor has been located, a summary of the current information held is displayed.

The user can select ‘Edit’ to adjust the current information held on the donor by pressing the pencil icon to the top right corner of each section, or can select CAPTURE ITEM or MONETARY DONATION to process any new donations being made.

Should your organisation not allow editing of Marketing or Gift Aid declaration details sections, there will NOT be a pencil icon available in these sections.

Please contact MicroMkt support should you require further details about switching on or off this declaration editing flag.

Where the user elects to ‘Edit’ a donor record, the existing data is displayed on the standard onboarding form and the user can now review and change any details as required.

Where the user elects to ‘Capture Items’, a new screen is displayed allowing the user to key in individual items that have been donated.

The data entered can include an image that can be used for a sale, but is optional. A description of the item and the linking of the donated item to a unique QR code.

The QR code is scanned with the tablet camera or Bluetooth scanner, this will then be held on the database along with the donated item details, and the QR code sticker ‘stuck’ onto the item.

Where the user has elected to ‘Capture New Donations’, once they have all been logged a summary screen will be displayed listing all the items processed, a summary of the donor details.

Pressing the Finish button will commit the changes to the MicroMkt Charity Suite database.

Where the user elects to ‘ Monetary Donations’, a new screen is displayed allowing the user to key in the payment type and the donation amount, before which a summary of the donation is shown.