Add New Donation Source

  1. Go to Configuration, then click on “Donation Sources” found in the sidebar under Donation 
  1. Click the [New Donation Source] button near the bottom of the page or click the [+] button to the left of the “Source” list heading 
  1. Enter the name of the Donation Source (i.e. mail appeal, event, grant, etc) (maximum 100 characters) 
  1. Check the box to make the Donation Source Active 
    • If you ever want to stop using a specific Donation Source but want to keep the data, you can turn it off by making it ‘Inactive’ 
  1. Click the [Save] button 
Updated on June 30, 2021

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