Friend Organizer gives you a quick overview over your donors, members, their contact information and all donations you have received. Its flexible and obvious – for churches, missionaries, humanitarian groups and projects.
This section is organized by main features corresponding to menu bar items.
A user is somebody who can log in to FriendOrganizer using credentials. Users can be assigned 3 types of user rights which apply on the level of an organization unit in an organization:
Configure Organization button enables manual configuration of boundary amounts used for payer classification as Gold, Silver and Bronze. The payer is bronze if the total donation amount in the past twelve months is lower than the value in the Upper Low Donor field. The payer is gold if the total donation amount in the past twelve months is higher than the value in the Lowest High Donor field. If the total amount is between these values, the payer is classified as silver.
Valid CSV file should have one header row with any kind of text and the rest of the rows should contain actual payer data. Each row contains data for one payer delimited by semicolons and they should be in the following order:
If validation fails on some of the fields the Validation report is displayed. It shows the exact place where the error occurred with a textbox that shows incorrect data. After entering valid value a message informs you that data is ready for import.
Under Unconnected agreements are displayed all agreements with undefined organization unit. To connect an agreement, select one and click the Edit Connection button. Select a payer that the agreement will be assigned to, or click the Create member button to create one if he is not registered in FriendOrganizer. Select an organization unit from the drop-down to choose under which organization unit the agreement will be shown.Click Confirm. The agreement is no longer displayed under unconnected agreements.
Paid overview lists all members to whom it was paid in the specified time period.
Donation overview lists all payers who have made a payment, but only for a project with donation purpose.
Under Unconnected are displayed all payments from friends who are not connected to a member in FriendOrganizer.
Under Unpaid are displayed all members to whom it was not paid in the specified time period. Optionally, you can specify a period when a payment is made by checking the “and has paid” checkbox.
The Recollection payment button sends out a notification mail to the selected payers. This mail contains a URL link. When clicked the user is redirected to a landing page with prepopulated data for the payer and the member(s) he is paying for.
By clicking the Link to Credit card payment button a URL link is generated in the background and the button text is changed to Open Credit card payment. When clicked the user is redirected to a landing page with prepopulated data for the payer and the member(s) he is paying for.
Cash button creates a new “Pay Cash” payment with the entered amount. The project to which is donated is taken from the selected member’s agreement. After confirming the payment is transferred to “Paid” payments.
Under Uncollected (Not Notified) are displayed all members to whom it was not paid in the specified time period and it was paid in 2016.
The Collecting payment button sends out a notification mail to the selected payers. This mail contains a URL link. When clicked the user is redirected to a landing page with prepopulated data for the payer and the member(s) he is paying for.
For additional questions or technical support, contact firstname.lastname@example.org