How to set a Donor as active or inactive
Click the “Client” drop-down menu on the top menu bar.
In that drop-down select the “View Clients” option.
Beside the client’s name that the donor is associated with, click the “View” button.
In the Donor section click the “Show All” button. This option will show you all of the donors for this client.
Now beside the donors name that you want to switch to active or inactive select the “Update” option. This option allows you to update the donors information and status.
At the bottom of the page you will see a toggle switch, you may click this switch to set the donor as active or inactive. Green is active, no colour is inactive.
7. Once you have set the employee as active or inactive click “Submit” and you have updated this donor.
NOTE: If a donor is in a pool, they are unable to be set as inactive until they have been removed from the pool.
How to set an employee as active or inactive
Click the “Employees” drop-down menu from the top menu bar. Select “Employee List”. On the right side above the employee’s names, select the “Show All” option. Now you will be able to see all of your employees. Beside the name of the employee that ...
How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...
Can I pull my Random Pool donor names early?
No, random pool donor names are drawn automatically monthly or Quarterly (whichever option you have selected) by Veriport. There is no option available to draw the random donor names early. Once the names have been drawn an email will be sent ...
Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside your client’s name click “View”. In the Donor section click the green “New” button. Fill in the donor’s information; first and last name, date of birth, donor ID, ...
Adding an Employee
Click the “Employees” drop-down menu from the top menu bar. Now click “Add Employee”. You will need to input the required information for the employee: first name, last name, date of birth, phone number, ID number, ID type. If you would like you are ...