Edit an existing donor record - Revision history

Jessica: /* Edit an existing donor record */

2011-12-08T23:29:00Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-08T23:27:46Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-08T23:24:25Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-08T23:22:18Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-08T23:15:41Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-06T00:20:29Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-06T00:13:38Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-06T00:11:38Z

Edit an existing donor record

Jessica: /* Edit an existing donor record */

2011-12-06T00:10:35Z

Edit an existing donor record

Jessica at 00:07, 6 December 2011

2011-12-06T00:07:02Z

← Older revision		Revision as of 23:29, 8 December 2011
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	#[[File:Editdonordialog.png\|500px\|right\|thumb\|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact. At any point you can click the "Cancel" button and your changes will not be saved.		#[[File:Editdonordialog.png\|500px\|right\|thumb\|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact. At any point you can click the "Cancel" button and your changes will not be saved.
	#After saving the donor record, ICA-AtoM takes you to the View donor screen and the information you edited will be displayed.		#After saving the donor record, ICA-AtoM takes you to the View donor screen and the information you edited will be displayed.
		+
		+	</div>
		+
		+	[[Category:User manual]]

@@ Line 9: / Line 9: @@
 #Navigate to the Manage menu and select "Donors" from the drop-down list.
 #[[File:BrowseDonor.png|500px|right|thumb|Browse menu for donors]]ICA-AtoM takes you to a Browse menu. With a long list (pages) of donors, you can type the donor name into the search box to locate a name quickly and avoid scrolling through numerous pages. You can order the list according to alphabet or date added. You can also click on the hyperlink donor name to view that donor record.
-#[[File:ViewDonor.png|500px|right|thumb|View donor record]]ICA-AtoM takes you to the view donor record screen.
+#[[File:ViewDonor.png|500px|right|thumb|View donor record]]ICA-AtoM takes you to the view donor record screen.Click the "Edit" button in the button block and ICA-AtoM takes you to the Edit donor screen.
-#Click the "Edit" button in the button block and ICA-AtoM takes you to the Edit donor screen. You can edit existing information under the Contact area by selecting the "pencil" icon or add a new contact person by selecting the hyperlink "Add new".
+# [[File:Editdonordialog1.png|500px|right|thumb|Edit donor screen.]]You can edit existing information under the Contact area by selecting the "pencil" icon or add a new contact person by selecting the hyperlink "Add new".
 #[[File:Editdonordialog.png|500px|right|thumb|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact. At any point you can click the "Cancel" button and your changes will not be saved.
 #After saving the donor record, ICA-AtoM takes you to the View donor screen and the information you edited will be displayed.

@@ Line 11: / Line 11: @@
 #[[File:ViewDonor.png|500px|right|thumb|View donor record]]ICA-AtoM takes you to the view donor record screen.
 #Click the "Edit" button in the button block and ICA-AtoM takes you to the Edit donor screen. You can edit existing information under the Contact area by selecting the "pencil" icon or add a new contact person by selecting the hyperlink "Add new".
-#[[File:Editdonordialog.png|500px|right|thumb|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact.
+#[[File:Editdonordialog.png|500px|right|thumb|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact. At any point you can click the "Cancel" button and your changes will not be saved.

@@ Line 11: / Line 11: @@
 #[[File:ViewDonor.png|500px|right|thumb|View donor record]]ICA-AtoM takes you to the view donor record screen.
 #Click the "Edit" button in the button block and ICA-AtoM takes you to the Edit donor screen. You can edit existing information under the Contact area by selecting the "pencil" icon or add a new contact person by selecting the hyperlink "Add new".
-#[[File:Editdonordialog.png|500px|right|thumb|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry.
+#[[File:Editdonordialog.png|500px|right|thumb|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry. Clicking on the tabs moves you through the different data entry screens. You can edit the Street Address, the latitude and longitude, provide additional information about the type of contact (e.g., family member, associate, clerk) and any additional notes that are related to contacting the donor. After you have edited the information, click on the "Submit" button and ICA-AtoM returns you to the donor edit screen. You must click on the "Save" button in the button block to save all changes made to the donor contact.

← Older revision		Revision as of 23:15, 8 December 2011
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	#[[File:BrowseDonor.png\|500px\|right\|thumb\|Browse menu for donors]]ICA-AtoM takes you to a Browse menu. With a long list (pages) of donors, you can type the donor name into the search box to locate a name quickly and avoid scrolling through numerous pages. You can order the list according to alphabet or date added. You can also click on the hyperlink donor name to view that donor record.		#[[File:BrowseDonor.png\|500px\|right\|thumb\|Browse menu for donors]]ICA-AtoM takes you to a Browse menu. With a long list (pages) of donors, you can type the donor name into the search box to locate a name quickly and avoid scrolling through numerous pages. You can order the list according to alphabet or date added. You can also click on the hyperlink donor name to view that donor record.
	#[[File:ViewDonor.png\|500px\|right\|thumb\|View donor record]]ICA-AtoM takes you to the view donor record screen.		#[[File:ViewDonor.png\|500px\|right\|thumb\|View donor record]]ICA-AtoM takes you to the view donor record screen.
		+	#Click the "Edit" button in the button block and ICA-AtoM takes you to the Edit donor screen. You can edit existing information under the Contact area by selecting the "pencil" icon or add a new contact person by selecting the hyperlink "Add new".
		+	#[[File:Editdonordialog.png\|500px\|right\|thumb\|Edit donor related contact information]]Select the "pencil" icon and ICA-AtoM takes you to the related contact information dialog with three separate tabs for data entry.

← Older revision		Revision as of 00:10, 6 December 2011
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	[[File:ManageMenu.png\|500px\|right\|thumb\| Manage menu with drop-down list]]		[[File:ManageMenu.png\|500px\|right\|thumb\| Manage menu with drop-down list]]
	#Navigate to the Manage menu and select "Donors" from the drop-down list.		#Navigate to the Manage menu and select "Donors" from the drop-down list.
		+	</div>
		+	#[[File:BrowseDonors.png\|500px\|right\|thumb\|Browse menu for donors]]ICA-AtoM takes you to a Browse menu.

← Older revision		Revision as of 00:07, 6 December 2011
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	[[Main Page]] > [[User manual]] > [[Add/edit content]] > [[Add/edit donors]] > Edit an existing donor record		[[Main Page]] > [[User manual]] > [[Add/edit content]] > [[Add/edit donors]] > Edit an existing donor record
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		+
		+	<div class="clearfix">
		+
		+	== Edit an existing donor record ==
		+
		+	[[File:ManageMenu.png\|500px\|right\|thumb\| Manage menu with drop-down list]]
		+	#Navigate to the Manage menu and select "Donors" from the drop-down list.