- To assign a donor, click on the "Cases" icon in the left navigation bar. This action will take you to the main page for cases. Click on the "Add" button to create a new case, which will redirect you to the active/applicant case intake form.
- In the second panel of the intake form, “case management details”, click on the Donor dropdown to select the Donor you want from the list.
- Click the 'Save' icon to save the changes you have made. Once you select a donor and save the intake form, the donor has already been added to the donor list.
Assign the Donor an Existing Case
- To assign a donor to an existing case, click on the "Cases" icon in the left navigation bar. This action will take you to the main page for cases.
- Click on the case name hyperlink; it will redirect you to the case information page.
- Click on "Case Detail" where you can update all the case settings.
- Under the "Case Management Details" tab, you will find the Donor dropdown. Click on it to select a donor from the list of available donors to assign to this case.
- Scroll down and click the save button to save the changes.