This plugin is used to track donor contributions and contacts. Knowing
what a donor has given to and what his/her interests are is a big help
in asking for future donations.
Income is transferred from an accounting program such as QuickBooks as a
spreadsheet. The accounting customer number is set to the Koha card
number. This keeps both databases in sync.
You can review a donor's past giving and comments about past contacts
before meeting with that donor. Afterword you should add any
significant points covered to help in future contacts. This can be
important when other people will be making the next contact.
There is a flexible report generation feature which is used for 'data
mining'. You can search by amount, date, account number, patron
category, branch... or any combination thereof.
More information is at Donor Tracking Wiki
<https://github.com/bob-ewart/Koha-plugin-DonorApp/wiki>
The plugin is available at Donor Tracking github
<https://github.com/bob-ewart/Koha-plugin-DonorApp>
--
Bob Ewart
Stonewall National Museum & Archives
Fort Lauderdale, FL
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