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Article ID: KB126
Keyword Name: New Donor, New Voter, New Contact, Add Record, Create, Adding
Created: February 08, 2013
Viewed: 2712

New Donor, New Voter, New Contact

A) Open up the Donor Search window. Do this by clicking on the link marked “A” in the diagram below.

B) In the lower right of the Donor Search window, click the “New” button. The “New” button is marked “B” in the diagram below.

C) A new window will appear. Enter the information for the person. We call all people and organizations within Trail Blazer “donors”.

D) Click the “Save and Close” button in the lower right part of the window when you are done entering data for that donor.



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