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
  • The ability to relate accounts and show combined giving (roll-ups) for the purpose of company ownership or seperate spouse accounts
  • Automatically maintain a log of all communications and account activity for each account; with the ability to Create a Task, Email, Journal or Call Report right within the account
  • View donor information including, general information, transactions, activities, giving, important dates, account solicitor, demography, and more
  • Assign unlimited lists of attributes or demographys to each donor (for filtering, sorting, and reporting)
  • Five customizable fields (date, number, list or text type), to modify and customize the program to fit your needs
  • An account Analysis tool to see a quick giving pattern of your donors

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

Donation Director Components

Purchasing Info.

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