What information is shown on each donor card in the Donor List?

Each donor card shows the Donor Type and IDs, Name, Mobile, Email, Address, Last Donation date and amount, Total Donations count and amount, and a View button to open the full donor profile.

How are donors listed in the Donor List module?

Donors are listed based on their donation activity. The list shows total contribution count per donor and updates automatically when new donations are added. The most recent donation date and amount are also displayed.

What filters are available in the Donor List?

You can filter by Donation Type (One-time or Recurring) and search by keyword such as donor name or ID. Inside a donor profile, additional filters include Start Date, End Date, Status, Donation Type, and Donation Category.

What details are available in a donor's full profile?

The donor profile includes name, mobile, email, full address, ID proof type and number (PAN or Aadhaar), total and monthly donation summaries, all past donation records, and options to add or update donations.

What fields are required when adding a new donation to a donor profile?

Required fields are: Donation Type (One-time or Recurring), Donation Amount, Payment Mode, Donation Category, Donation Date, and Transaction Number. Receipt Number and Donation Attachment are optional.

Can a donation record be edited after it is saved?

Yes, but only within 48 hours of entry. After that window, editing is not permitted. Updates made within the window will reflect in the associated receipt or bill.

What actions can be performed from the Donor List?

Available actions are: View (open full donor or donation details), Update (edit donation record within 48 hours), Print (print receipt or donor summary), Search (search within donor records), and Reset Filters (clear all filters and reload all records).

Do filters affect the donation summary totals?

Yes. Filters affect all data shown on the page including summary totals. The Total Donation figure reflects the aggregate based on applied filters, and This Month shows the current month's total across all donors.

Donor List

The Donor List module lets you manage donors and track their donations in one place — with easy search, filters, and detailed views for every donor on record.

Donors List

Displays all donors in card format. Each card shows:

Donor Type & IDsNameMobileEmailAddressLast Donation (date & amount)Total Donations (count & amount)View Button

Donor Listing Logic

Listed by Activity

Donors are listed based on their donation activity.

Total Donations

Shows the total contribution count for each donor.

Auto-update

New donations automatically update the count and total amount.

Last Donation

Displays the most recent donation date and amount.

Search & Filters

Donation Type

Filter by One-time or Recurring.

Donor Search

Search by keyword (name, IDs, etc.).

Donor Details

Click View on any donor card to open the full donor profile:

Contact Info

Name, mobile number, and email address.

Address

Full postal address as recorded.

ID Proof

ID type and number (PAN / Aadhaar if provided).

PAN / Aadhaar

Displayed if entered during donor registration.

Donor Profile

Key capabilities available in the donor profile List

View a complete donor profile with personal and contact details.

Track Total Donation and This Month Donation at a glance.

Add new one-time or recurring donations linked to the donor.

Update donor profile information when details change.

Attach ID proof documents (Aadhaar, PAN, Passport, etc.).

View all past donations associated with the donor.

Donor Profile Filters

Use the following filters to quickly find and manage donation records:

Start DateEnd DateStatusDonation TypeDonation Category

Donation Summary

Total Donation

Aggregate total based on the currently applied filters.

This Month

Current month's total donations across all donors.

Add Donation to Donor Profile

Easily add donations from the user profile with pre-filled donor details. Only the donation information needs to be completed:

Donation Type *

Select whether the donation is One-time or Recurring.

Donation Amount *

Enter the amount contributed by the donor.

Payment Mode *

Choose the payment method used for the donation.

Donation Category *

Select the appropriate category for the donation.

Donation Date *

Specify the date on which the donation was received.

Transaction No *

Enter the payment reference number, transaction ID, or cheque number for the donation.

Receipt Number (Optional)

Enter the receipt or reference number for record tracking.

Donation Attachment (Optional)

Upload supporting documents or payment proof if required.

Update Donation to Donor Profile

Users can update the profile details listed below:

Donor TypeDonor NameMobile NumberEmail AddressAddressCountryStateSelect CityPincodeID ProofID Proof Upload

Donation Records

Shows all donations made by the selected donor:

DateTypeFrequencyStatusAmountView Button

Actions

View

Open full donor or donation details.

Update

Edit the donation record (within 48 hours).

Print

Print the donation receipt or donor summary.

Search

Search within the donor's records.

Reset Filters

Clear all applied filters and reload all records.

How to Use

Search or scroll to find the donor

Apply filters to narrow results

Click View to open the donor profile

Review donor details and donation records

Print or manage records from the detail panel

Notes

Filters affect all data shown — including summary totals.

Some fields may show N/A if not filled during donor registration.

Editing is allowed within 48 hours only — updates will reflect in the receipt/bill.

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