Frequently Asked Questions

Enter the web address.

on the address bar type https://www.donatrack.com or donatrack.com

2. Login

Setup Membership Type .

Setup Donation Categories . .

Setup Groups .

Get the last membership ID

Membership --> Get Last Member ID

The last membership ID is displayed below the screen

Adding a single Member

Membership --> Add Member

Before entering a new membership ID, check the below the New Member screen to see the last membership ID in the database.

Adding multiple Members

Recommended when adding 10 or more Members; Follow the step below to upload new Member Data

Admin --> download --> Member Template

Fill out the excel sheet exactly as below

Then go to Admin --> Upload --> Member Data

Choose File --> select the Location of Excel Temple --> Submit

If there is any error the system will notify you

Edit Members details

Membership --> Edit Details

Search by Member ID

Enter member ID

click Search

Make the required changes

click update when done.

Search by Member Name

Enter member ID

click Search

click on the member ID

The Edit member screen appears

Make the required changes

click update when done.

Add / Remove Members to Groups

Membership --> Group Membership

Enter Member ID, click Get User Group to get the Member's group if any.

Check/uncheck the group(s) to which you want to add/remove the member

click submit to save

Manage Member

Admin --> Manage --> Settings

Enter Member ID, click get Member Details to get the Member's settings

Mark User Active/In-Active(defapt is Active)

Delete (if you want to delete a member from Database)

Family Membership

Membership --> Add Member to Family

Before entering a new family ID, check the below the screen to see the last family ID in the database.

Member Payment details and Statement of Account

When a member makes a donation, the donation need to be captured by the application, this can be done either by

A. If member ID is known

Donations and Payments --> Enter Donations

Enter the Membership ID

click the Generate donation ID button to generate the Donation ID

Enter all other details and click Submit.

B. Using the search box: if member ID is not known

Donations and Payments --> Search

Enter either Member ID( and Choose ID option) or Member Name(and Choose Name option)

On the search respt click on the name of the donor and enter amount donated

Adding multiple Donations

Recommended when entering multiple Donation; Follow the step below to upload multiple Donations

Follow the step below to upload multiple Donation at once

Download the upload Donations Excel template

Admin --> download --> Donation Template

Fill out the excel sheet exactly as below

Then go to Admin --> Upload --> Donations

Choose File --> select the Location of Excel Temple --> Submit

If there is any error the system will notify you

Update Member Donation Amount

When the need arises to change a member's donation details as a respt of a change arising from any of the following

Amount donated

Category to which the donation was made

Update Payment as member redeem the donation pledges

All these changes can be effected either through

Admin --> update Donations

Donations and Payments --> Payments --> Pledge Redemultion

Click on the Donation Name (i.e. HARVEST FLAG OFF 2015) to update the donation amount/pledge or change donation details made of the member

Click on Redeem Donation to update payments made by a members

Click on Payments Details to see details of payments made a members

Member Statement of Account

A statement of account for all donation by a members or the details of payment in for each donation category can be downloaded and printed for them.