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Partner Types

Posted: Sat Aug 28, 2004 12:15 pm
by gerryg
Hi John,

Wycliffe has a donor program we call SIF. Without trying to describe what that is, it would be helpful to have one additional Partner Type to help categorize these donors for reporting, etc.

Could you add a Partner Type call SIF Donor with code of SF or something like that? Since this is unique to WBT folks, maybe you could code it so that it is an option that only appears if we have indicated our missin affiliation as Wycliffe.

Just a thought.

Thanks.

Gerry

how to add an additional partner type

Posted: Sat Aug 28, 2004 10:33 pm
by jmuehleisen
Actually, you can add to the list of partner types yourself.

Here's how:

On the Donor Manager main menu page, under "tools" there is an option titled "update codes." Click on that.

You will go to a screen where you can update a number of the codes that the program uses. You can update:
  • partner type
    denomination
    region
    source of pledge
Hmm. Maybe a few others (can't remember off the top of my head).

So go to that page and customize to fit your situation and needs.