Introduction
You can modify an existing donor type at any time. To do so, follow these steps:
- Navigate to Non Profit > Donor Type > List in your Empress dashboard.
- Click on the donor type you wish to edit.
- Make the necessary changes in the Donor Type field.
- Click Save to confirm your changes.
Sorting Donor Types
Empress allows you to sort donor types based on your preferences. Here is how to do it:
- Navigate to Non Profit > Donor Type > List in your Empress dashboard.
- Click on the Sort button located at the top-right corner of the list.
- You can sort the list by Name, Creation, Modified, or Modified By. Choose the sort method that suits your needs.
Tracking Donor Information
Through the Donor Types feature, you can easily track the specific details related to each of your donors. The tracking process is as simple as:
- Navigate to Non Profit > Donor Type > List in your Empress dashboard.
- Click on the donor type you wish to view.
- Here, you can see all the donors associated with this type and their contribution details.
User Roles and Permissions
Empress ensures that only authorized users can create, edit, and view donor types. There are three user roles:
- System Manager: Can create, edit, and delete donor types.
- Non Profit User: Can create and edit donor types, but not delete them.
- Guest: Can only view donor types, not create, edit, or delete them.
To assign roles and permissions, navigate to Settings > Users and Permissions in your Empress dashboard.
Conclusion
The Donor Types feature in Empress offers a versatile and comprehensive tool for managing your donors and contributions. By harnessing the full potential of this feature, you can streamline your fundraising efforts, enhance donor relationships, and drive your organization’s success.
For additional help, you can access our user-friendly manuals, video guides, and FAQs on the Empress website, or contact our dedicated support team for personalized assistance.