Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account.
Steps to add a gift record
- From the Quick Actions container within the dashboard, click RECORD A GIFT
- Add to existing donor
- Search for donor
- Select transaction type
- Enter gift details
- Add optional details
- Enter custom field info (if available)
- Review details and click Submit
- Add to new donor
- Select ADD NEW DONOR
- Enter donor details
- If a new contact is an Organization, toggle to 'Organization' in the upper right corner
- If a new contact is an Organization, toggle to 'Organization' in the upper right corner
- Select transaction type
- Enter gift details
- Add optional details
- Enter custom field info (if available)
- Review details and click Submit
- Select ADD NEW DONOR