> S2S Modules - People Seeker

Managing donor details

A welfare charity uses People Seeker to manage communication with its donors. When a new donor makes contact, John adds her details to People Seeker.

When John enters the donor's name, People Seeker automatically checks to see if she is already in the database.

John enters her work and personal details separately, and marks her as contact type 'Donor' in a specially customised field. He can also note the programs the woman wishes to support.

Finally, John adds her to the Mailing List for the monthly Donor email newsletter by simply ticking a box.