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Screenshots:
registrar/lots lot objects tab
Donor Directory
This tab allows users to search, edit, and create authority records for donors.
Use: Often
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Search
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Users may use a basic keyword or advanced search to locate donor records.
Use: Frequent
- Search results are not sortable
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Basic
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This tab allows users to edit the name of the donor.
Use: Frequent
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Contacts
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This tab allows users to create or edit records for contact names, telephone numbers, fax numbers, and emails.
Use: Often
- "Contact info" (which includes Email, Fax, and Telephone) is edited in a separate tab from "Addresses." Each field in each of these tabs is repeatable.
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Addresses
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This tab allows users to create or edit records for donor addresses.
Use: Often
- "Contact info" (which includes Email, Fax, and Telephone) is edited in a separate tab from "Addresses." Each field in each of these tabs is repeatable.
- In many, if not most, of the donor records the address is incorrect. That is, each donor's correct address was entered into the wrong donor's record. It is likely that this was due to a migration error that occurred when the donor records came over from the access database. If the pattern of error is easily to discern it may be possible to correct it when we migrate to CS.
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Change log
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Contains a history of all actions performed on a record.
Use: Often
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Lots
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Contains a list of all lots related to a donor.
- Lots cannot be added via this tab; the relationship between a lot and a donor must be added in the lot record under the "donors" tab.