Donor Record Snapshot Screen

• The first screen in a Donor Record is the Donor Snapshot, which summarizes data from various fields in a centralized interface
• Other available screens are listed in the left menu (the number in parenthesis shows the number of entries on that screen)
• The top header of each donor record is configurable to show important information ( ID#, Donor Status, etc.)
• Items in light blue are hyper-links allowing the user to “drill down” to detail information

Use these buttons to learn more about Portfolio