The Donor Relations Module provides quick access to Donor and Fund information in a separate FIMS window, which can be kept open on your desktop along side of FIMS. This module is ideal for organizations that emphasize donor service and need to provide real-time answers to inquiries from donor advisors, or other fund representatives.

The Donor Relations Module allows staff to switch between Donor and Fund information. The donor view provides access to all of the information in the Profile module. To view another Donor, simply use the drop-down menu under File and choose Change Profile, or use the Change Profile icon displayed on the toolbar.

Switching to the Fund screen is easy. Simply use the drop-down View menu and switch to Fund, or use the Fund icon (which is next to the Profile icon) on the toolbar. The fund option displays a virtual duplicate of the main Fund Management page.

Drill down into more specific information, just as you would if you were viewing the information from the Profile and Fund modules. If the active donor is associated with more than one fund, you can easily switch among them.

Individual tabs within the Profile and Fund modules can be set to read-only, so you control what information can be changed by the staff members within to the DRM. The settings have no bearing on user rights within FIMS proper. This offers a way to give staff people access to read Profile or Fund information (via the DRM), but no access at all in FIMS.

If you have subscribed to our online donor information service, DonorCentral, you can access the donor’s Web page with a few keystrokes.

Module Overview

Donor Relations Module Features and Benefits

Product Literature

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