Donation Director

Account Manager

Account Manager allows you do keep as much detail regarding your donors as is needed and yet makes sure all donor information is easily accessible and well organized.

Module Highlights

• Create Individual, Business, or Fund accounts
• Utilize various advanced search functions
• Mass assign functions for data updates
• Automatically maintain a log of all communications and account activity for each account
• View donor information including, general information, transactions, activities, giving, important dates, account solicitor, demography, and more
• Assign unlimited lists of special characteristics to each donor (for filtering, sorting, and reporting)

Click on the Account Manager icon on the right to open a screen shot of our Account Manager.

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