Add online orders to donor records and interactions
Add online orders to donor records and interactions
Your online orders lack donor context, delaying reconciliation. Record each buyer as a constituent and log the purchase so staff can reconcile and outreach same day.
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Overview
Manual donor entry from your shop orders slows month-end close and stewardship. Capturing buyers as constituents and logging purchase interactions gives accounting and program coordinators clear records to reconcile and reach out same day.