Site Setup – User Defined Setup – Adding and Customizing Extra Fields

Maintenance > Site Setup > Field and Screen Customization >
User Defined Setup

User Defined fields are the BLUE extra fields added to DonorSnap.  Adding User Defined fields is how you customize DonorSnap to your needs to track Membership information, Volunteer data, Interests, Skills, Communication preferences, etc. Some User Defined fields may be imported from your original conversion. Continue reading “Site Setup – User Defined Setup – Adding and Customizing Extra Fields”

Change your Year End Date

Maintenance > Site Setup > Additional Site Options

DonorSnap has built in helper fields that automatically summarize a donor’s total donations in a given year for easy reporting. These fields are named using YTD (Year to Date), Prior Year, 2 years ago, 3 years ago, 4 years ago, and 5 years ago. They are based on the year end date set in your Additional Site Options, and they must be manually updated each year. Continue reading “Change your Year End Date”