Assigning Donor Recognition

You want to update your donor wall, or congratulate donors on their accumulated giving totals, or you may want to know who these valued donors are.

Using Q-Xpress\Donor Selections you can find this list of donors, both corporate and private, sort them by accumulated dollars and globally assign a Donor Recognition and a date.

Donor Recognition categories are dependent on the charity and are defined in the Lookup Tables found under File\System Maintenance. Keep in mind, only users with level one or administrator level security can modify the Lookup table entries.

Assigning a date is important and the date makes an entry unique. For example, John and Mary Doe may have been a Silver level in 2018 and they are Silver again in 2019.  @EASE will keep both of these so that you can search to find donors who have moved levels.