Additional fields for donor information

Add a field

1. Click Menu → Administration → Finance → Donations.
2. Click Additional Fields at the top.

3. Enter the field name.
4. Choose its status:
   • Active: shown when entering donor details.
   • Inactive: hidden.
5. Tick Is mandatory if it must be filled when adding a donor.
6. Choose the input method:
   • Text box: short text.
   • Text area: detailed text.
   • Select box: one option from a dropdown.
   • Check box: one or more options.
7. Click Create. Custom fields appear at the bottom of the donor form.

8. Use the arrows to set the field order.

Deactivate or delete a field

Note: A field already used to record donor details can’t be deleted — deactivate it instead.

1. On Donations, click Additional Fields.
2. Deactivate: click Edit, choose Inactive, then Update. It moves to Inactive fields.

Screenshot — to be addedpublic/images/articles/donor-additional-fields-3.png

3. Delete: click Delete next to the field.