Add Donation Page

New Order

When placing a one-time donation for a constituent, the Add Donation page is the part of the order process where you select the donation options to include in a donation cart item.

Donation is a type of product in Nimble AMS, and is created to represent a one-time donation toward the entity of your choice.

When you are done using this page, the selected product(s) is added to a donation cart item, which is added to the cart.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation

Getting Started

Choosing a Customer

You can use Customer to select the constituent who is the customer making the donation. This determines who will be listed on the donation cart item. By default, the Bill To account for the cart is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking Nimble AMS, Staff View, Button, Lookup. If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the customer.

Choosing an Entity

If your association has multiple entities, you can use Entity to select the entity offering the  product(s) you would like to select. By default, the configured primary product is selected.

Choosing a Price Class

You can use Price Class to select the price class to use for the attendee which controls the prices for the displayed donationproducts(s). If the customer is a current member, the selection defaults to Member. If the customer is not a member, the selection defaults to Default.

Selecting Products

Donation products for the entity display and you can hover over each products name to see some record detail or click to browse to the record for more information.

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You can select the Donationproducts(s) for the customer and to which appeal the donation applies. Only appeals where Status is Active display.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Appeal Selection

You can also change the Unit Price and Quantity for each Donationproducts in the list, so you can set the gift amount and accept multiple gifts to the same Donationproducts.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Product Selection

Adding Selections

Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step.

If you forget to click Save and browse to another page, your selections will be lost.

Editing an Order

After submitting a cart, you may want to edit a cart item with a Donationproducts if you need to correct a mistake, add or remove a donation, change a gift amount, or refund the gift.

When you are done using this page, the selected products(s) is added to a donation cart item, which is added to the cart, with the chosen term and price with deselected Donationproducts(s) removed.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Product Selection

Reviewing and Adjusting Information

To help set context for changes to the cart item, you can review the selected customer and entity. These selections cannot be changed, but highlight to whom selections are designated and the entity offering the selected Donationproducts(s).

If you would like to change the customer or entity for a donation in the cart item, we recommend you delete the current cart item on the Verify Cart Step of the order process, and add a new cart item with your desired settings and products selections.

Also, you can select the price class which controls the prices for the displayed registrationproducts.

Adjusting Selections

When you are editing, the Donations section displays the previously selected registrationproducts(s), prices, and quantity.

You can select a registrationproducts(s) with a click, which are then display in green. When a registrationproducts selection is removed, it displays in red. In addition to changing selections, you can change a selected appeals as well as adjust the Unit Price and Quantity. The price is of each is updated with each adjustment so you can see the impact of each change.

If you change the Unit Price or Quantity of a registrationproducts(s) that was selected previously, it will not display in green.

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Adding Selection Adjustments

Once your adjustments are complete, you can click Save to add the cart item to the cart or Cancel to discard your changes. You will then be taken to the Verify Cart step.

If you forget to click Save and browse to another page, your adjustments will be lost.

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