FUN - Donor Grid Entry
This program provides a tool to simultaneously display and update multiple donor records. You would use this program instead of Finance > Fundraising > Donor Information > Donors when there is a need to change more than one record in the database.
General and User Defined Tabs
Fields from the 'General' and 'UD' tabs can be used as selection criteria to filter the data that will be available in the grid.
These tabs are similar to those displayed in Finance > Fundraising > Donor Information > Donors.
Important!
Depending on the number of donor records that you have in your database it may be impractical to build a grid for your entire donor database. Therefore, it is recommended that you break your grids into a smaller more workable number of donors. One way to do this is to use the 'Surname Beginning With' field.
You may notice that the dropdown menu arrows next to selected fields in the 'General' and 'User Defined' tabs look different, these different arrows indicate that more than one selection can be made from the drop-down menu for your search criteria.
Process Tab
The 'Process' tab controls the columns that will be displayed in your data grid. Select the fields to include in your data grid by highlighting them with your mouse. The 'Donor Number', 'Contact Name' and 'Surname' fields are automatically included and are not available for selection.
Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.
Sorting options are available by selecting the radio buttons on the left of the screen. These options include 'Donor Code', 'Donor Group' and 'Surname'.
When the grid is populated, data will be displayed within columns.
Each row contains data from a master record matching your search criteria, and each column is a field matching your additional fields from the 'Process' tab.
Click an individual cell to make a change.
If you are editing a table-referenced field that requires a code to be entered, click into the cell and either use the dropdown list or key in the code.
Example:
Use the 'Fill Down' button to replicate the same data down the column.
If you make a mess, use the 'Restore' button to undo your changes. Unsaved data will be lost.
- The data will be restored back to the last 'Save'.
- If you have not yet saved, the data will be restored back to the way it was when you loaded the Grid.
To sort by a column, click on the column heading. To sort by multiple columns use shift-click in the second and subsequent columns that you want to sort by.
To add a new column to your grid without having to go back to the previous screen, right-click on a column heading.
Select 'Save' to commit your changes to the database or 'Cancel' to return to the selection screens.
Important!
Your Administrator would normally carry out this procedure and your school may have security restrictions on this module. Please refer to your Administrator for more information regarding those restrictions and any specific requirements your school may have regarding changing of data.