"Created by" field on donation form

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Is there an existing data element I can add to a donation form to allow a staff person entering a donor's information to type in his/her own name? So you would be able to run a report and see which of, say, three employees entered the information for which donation?


Thanks for your help,

Gaby Gollub

World Wildlife Fund


 
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  • Donation forms can have custom fields, which you can report on in Report Writer. They can be open text, drop-downs, etc.


    Under the "Select data elements to include in this form" section you should see a NEW and EDIT button. These are for those custom field elements.
  • Thanks for this information, Brian.


    Do you know if the kind of element I'm seeking does not exist? A colleague thought it did.


    thanks,

    Gaby
  • I don't think so, unless someone already made a custom field for this. You can find those in a group called 'custom' in the "Select data elements to include in this form" picker.

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