When you Edit or View a donor profile. The first thing you will see is the “Dashboard” (under the “Main” tab). It contains:
- Telephone numbers (including preferred contact number / time)
- Primary email address
- Donations made this year along with lifetime donations
- Most recent donation
- Year the person first donated
- Last login date
- Birthday and anniversary alerts (if the donor’s birthday or anniversary occurred in the last week or in the next four weeks)
- Donations (by month) shown in a bar chart
- Donations (by Donation Program) shown in a pie chart
- Custom Fields selected to display on the Profile Dashboard
- Only for Donors with a status other than archived
There are also buttons to:
- Send email (and mobile email, if available)
- Send SMS (if enabled)
- Log notes