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<< Click to Display Table of Contents >> Navigation: THE MAIN MENU > The File Menu |
| New Donor | Choosing this menu option (or pressing F3, or using the New (F3) button above the Donor Details area) creates a new empty donor. You then fill in the details in the Donor Details area of the screen, then click Save (or press F10). |
| Edit New Donation | Choosing this menu option (or pressing F2) moves you into the blank line displayed in the Donation Details area for entering a new donation for the currently selected donor. Again, you fill in the details in the Donations area of the screen, then click Save (or press F10). |
| Save Changes | Only available when you have been making changes to a donor or donation, it saves those changes (same as the Save button or F10). |
| Cancel Changes | Only available when you have been making changes to a donor or donation, this undoes those changes (same as the Cancel button or ESC). |
| Find Donor | Find a donor matching a given name (same as Ctrl+F). Note that you can also find donors without this function, by just typing the first letters of the desired donor's last name, or their member/envelope number, when the focus is on the Donor List. |
| Next Higher Member/Env.# | If the Member/Env. # (member or envelope number) field of the Donor Details area is visible and is currently blank, this menu option is enabled. It will enter the next higher number (after the last one that has been used) into that field. You can also do the same thing by right-clicking in that field and selecting Next Higher Member/Env. # from the popup menu. |
| Lowest Unused Member/Env.# | If the Member/Env. # (member or envelope number) field of the Donor Details area is visible and is currently blank, this menu option is enabled. It will enter the number that is the first gap in the sequential numbering (or 1 if that hasn't yet been assigned to any donor) into that field. You can also do the same thing by right-clicking in that field and selecting Lowest Unused Member/Env. # from the popup menu. |
Note: Both of the previous menu options obey the setting for the "Lowest Member/Env. # for automatic assignment" on the Donor tab of the Maintenance ⇒ Main Window Options window.
| Send Email | If the Email Address field of the Donor Details area displayed, and currently contains an email address, this menu option is enabled. It will bring up an email in an email window, addressed to that email address. (This requires you to have configured email sending in the program with Maintenance ⇒ Email Sending Configuration.) You can also activate this option by right-clicking on an email address and picking Send Email from the popup menu. |
| Edit Comments | This will bring up a new window in which to edit the Comments for the Donor. (It is sometimes hard to edit longer comments in the small space available for them on the main window.) You can also activate this option by right-clicking on a Donor's Comments field, and picking Edit Comments from the popup menu. |
| Print Setup | Pulls up a standard Print Setup dialog box, which lets you select which printer to print to for reports etc., and if necessary, modify the detailed setup of the current printer by clicking the "Setup ..." button. |
| Exit | Exits the DONATION program (same as pressing Alt+F4 or using the "X" in the top right-hand corner of the window). |