Add a Donor

It’s important to add a donor correctly and include all relevant information at the initial stage to avoid missing details or confusion later on. Incomplete information can result in donors being overlooked when filtering or searching by segment.

Donors can be imported in bulk or added individually.

Import

For full import instructions, see Import article.

To add a donor:

• Click the "Create" button in the Quick Actions section.

• Choose "Donors" from the dropdown menu.

When creating a new donor in DRM, you start with the Create Donor card.

This card includes several tabs that guide you through adding all relevant information for a donor. Once ALL the tabs are filled in, click Save to add the donor to your donor list.

Below is an overview of each tab and the actions you need to take:

Donor Info Tab

The Donor Info tab must be completed before adding information to the other tabs. This tab contains all core donor details.

You can choose to fill in the donor’s information using the global list or enter it manually.

Using the Global List:

The system includes a Global List, maintained internally, which allows you to quickly populate donor information without manual entry.

To use the Global List:

1. Begin typing any donor information in the Search Global Donor field (e.g., phone number or name).

2. Click Search

3. Matching results from the Global List will appear.

4. Select a result to automatically populate the donor’s information.

This option is useful when full donor details are not readily available.

Manual Entry:

If you prefer, you can manually enter all donor details.

Name Fields

• Yiddish First Name, Yiddish Last Name, Yiddish Title

• English First Name, English Last Name, English Title

Address Information

• The Street Address field uses Google-powered address search to ensure accuracy.

• Begin typing the address and select from the suggested results.

• Click +Add to add additional addresses

  • Assign a label to each additional address (for example, Business or Office). A label is required for every address.

  • Edit labels by clicking the edit icon at the right of each label.

  • Click +Add Label to add labels as needed

  • Mark one address as Primary

Primary Address: This address determines the entity listed on the receipt for tax and deduction purposes. If receipts need to be issued under a business name (for example, for tax reporting), mark the business address as the Primary address.

Phone Numbers

• Default labels include Home and Cell

• Click +Add to add additional phone numbers

  • Select existing labels or create new ones

  • Each phone number must have a label

Email Addresses

• Add one or more email addresses

• Assign labels to each email

• Create custom email labels if needed

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Advanced Fields Tab

The Advanced Fields tab displays all custom fields your organization has added to the DRM platform. These fields are additional to the default basic fields—such as full name, address, and email—that are included when the system is first set up.

Custom fields can be created in the Advanced Fields section, accessible from the left sidebar under the Admin category. Examples of custom fields may include Mother’s Name, Member Type, or any other information your organization needs to track.

To complete the Advanced Fields tab:

1. Fill out the available custom fields relevant to the donor.

2. Once all required information is entered, proceed to the next tab.

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Family Tree Tab

The Family Tree tab lets you build and view a donor’s family connections by linking related donors within the system.

Relationships are bi-directional and automatically synced: when a relationship is added or updated (for example, adding a father), the corresponding relationship is instantly reflected on the related donor’s card (the father will display the donor as a son).

This ensures family relationship data remains consistent and up to date across all linked donor records.

Complete Family Tree:

You can choose to fill in a relative's name using the global list or using your organization's donors list.

Using the Global List:

• Enable global list search by toggling the G button.

• Begin typing any donor information (e.g., phone number or name).

• Click on the Search icon

• Matching results from the Global List will appear.

• Select the desired result.

Using the Donor's list:

• Start typing the name in the field

• Select correct name from the list

1. Add the father אב and father in law חמיו names in the relevant fields.

2. Add Additional Family Members

• Click Add Family Member

• You can add a Son בנו and/or Son-in-Law חתנו

1. To remove a name, simply click on the X that shows to the left of the relative title.

2. Once all required information is entered, proceed to the next tab.

If the name is not yet in the system, you can create a new donor record and then link it here.

If a name is typed into a donor field without selecting an existing donor record, it is saved as plain text and is not linked to a donor profile.

This applies only to the Father and Father-in-Law fields.

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Tags Tab

The Tags tab allows you to assign one or more tags to a donor. Tags help you quickly organize, filter, sort, and report on donors based on short-term needs or temporary groupings.

Tags are created in the Advanced Fields section, accessible from the left sidebar under the Admin category. Once created, these tags become available for selection when creating or editing a donor. Examples of tags may include "Give Chanukah Gift", "Send invitation" etc.

How to Add Tags to a Donor

1. Click Add a New Tag.

2. Select a tag from the list of existing tags.

3. Repeat this process to add additional tags, if needed.

4. If you add a tag by mistake, click the X on the tag to remove it.

5. Once you’ve finished assigning tags, you can proceed to the next and final tab.

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Locations Tab

The Locations tab allows you to specify where a donor regularly davens. This information helps collectors plan visits, generate lists of donors by location, and compare donation activity over time.

Adding Locations

You can add locations to a donor in one of two ways:

1. From your organization’s locations list

   • Click Add Location.

   • Select a location from your organization’s saved locations within the DRM platform.

2. From the Global List

   • Click Add Location.

   • Toggle the G icon to enable Global Search.

   • Begin typing the location name and click Search.

   • Select the appropriate location from the results.

Remove a location by clicking the red trash icon on the far right.

Notes on Using Locations

• ALL locations are available on the collector’s pocket / mobile device, including the Global list of locations.

• The pocket and mobile devices use GPS to identify the collector’s current location.

  When a donation is collected, the system automatically associates it with the collector’s detected location.

• Collectors may rely on GPS for automatic location assignment or manually select a location from the list as GPS accuracy is limited.

• Over time, the system learns donor behavior. When a donor repeatedly donates at the same location, the system automatically recognizes this pattern and adds that location to the donor’s profile.

• Locations can be assigned to donors either:

  • Automatically, based on recurring donation patterns, or

  • Manually, by selecting a location in the DRM platform.

• This functionality enhances reporting and field efficiency. When a collector arrives at a location, the device can display relevant donors associated with that location along with historical donation data, enabling more informed and effective visits.

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