Managing Donor Management Fields

Panorama Donor Management contains a number of fields that prompt the user with a list of options to choose from to better define values that are meaningful to your organization.  For instance, the appeal is a field to describe a specific effort or action used to raise donations.  You will want to define appeals that are specific to your organization and fundraising plan.  Some examples of appeals might be holiday fundraising letters, car wash, holiday gala, etc.

Steps to Add or Edit Field List Values

Step 1: Access Field Management
a. Click on Settings in the main menu.
b. Select Manage Fields.

Step 2: Choose a Field to Customize
a. From the drop-down menu, select the field for which you want to customize the list values.

Examples of available fields:

• Acknowledgement Method 

The Acknowledgement Method field is used to indicate how a contribution was acknowledged to the donor. This helps organizations track the method of donor recognition or follow-up communication. 

This option appears within the Constituent Profile > Gifts > Payment > Edit Payment > Acknowledgement.

• Address Type

The Address Type field defines the category assigned to an address associated with a constituent’s contact record. 

This field is under Constituent → Contact → Add → Address → Address Type (dropdown)

• Appeal

An appeal is a tactical effort used to solicit contributions. The list of appeals is defined by your organization and can include any specific efforts you use to solicit contributions to your organization. For instance, an appeal might be the "2017 Holiday Letter". Appeals are often used in conjunction with a campaign.

This option appears within the Constituent Profile > Gifts > Payment > Edit Payment > Payment Information > Appeal.

• Campaign

This option appears within the Constituent Profile > Gifts > Payment > Edit Payment > Payment Information > Campaign.

• Constituent Status

The Constituent Status field indicates the current relationship or engagement level of an individual with your organization.

• Designation

This option appears within the Constituent Profile > Gifts > Payment > Edit Payment > Payment Information > Designation.

• Email Type

The Email Type field specifies the category or purpose of an email address associated with a constituent.

This is located under Constituent > Contact > Email.

• Event Category

The Event Category field is used to classify events based on their type or purpose. Examples of event categories include Fundraising, Volunteer, Educational, Social, etc.

• Fund

• Group

The Group field is used to organize constituents into specific collections based on shared characteristics, interests, or engagement types. Managing groups allows your organization to segment constituents for targeted communications, reporting, and outreach efforts.

This field is under Constituent > Edit Constituent > Add to Group

• Job Title

The Job Title field records the professional position or role of a constituent.

• Payment Method

A payment method is how a donor gives money or other compensation for a donation, gift or purchase. Common ways to pay include using a credit card, cash, or a check. You can also make your own payment methods to keep track of other ways donors give.

• Phone Type

The Phone Type field specifies the category or purpose of a phone number associated with a constituent.

This is located under Constituent > Contact > Phone.

• Prefix

The Prefix field is used to record a constituent’s title that appears before their name.

• Solicitor

• Source

• Tribute

The Tribute field records if a contribution is made in honor of or in memory of someone.

This option appears within the Constituent Profile > Gifts > Payment > Edit Payment >Tribute Information.

Step 3: Add a New List Value
a. Click the Add New Item button.
b. Enter a name for the new item.
c. (Optional) Provide additional details, depending on the field:

• For fields like Appeal, Fund, Campaign, Group, and Tribute, you can add a Description.
• For Payment Method, select a Category.
• For Tribute, enter a Title (e.g., "In Memory Of" or "In Honor Of").
  d. Click the Save button to save the new item.

Step 4: Edit an Existing List Value
a. Click in the Name and/or Description field to make changes.
b. Type the corrected value.
c. Click the checkmark in the blue circle to save your changes.

Step 5: Hide a List Value
a. To hide an item, click the icon under the "Visible" column.
b. If the icon is crossed out, the item will not appear in the drop-down menu.

Step 6: Delete a List Value
a. Click the Delete icon to remove the item from the list.
b. Note: Deleting a list item will also remove it from all references within the system.

Note: Default values cannot be hidden or deleted.