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Keep donations confidential?

Forums: General Discussion
Created on: 07/20/22 02:42 PM Views: 59 Replies: 1
Wednesday, July 20, 2022 at 2:42 PM

Hello
I have a strange request - our committee wants to keep donations (to a fund for helping classmates attend the reunion) confidential.

Is there a way to do this?

I see the totals in all the reports but I wish we could exclude donation transactions from some of the reports.

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Wednesday, July 20, 2022 at 2:54 PM - Response #1

Hi Judy,

The donations reports are only accessible to admins. The only way to hide it from co-admins would be to uncheck the Donation Manager from their list of Grant Admin Access rights.

If you are manually entering donations you could create a non-displaying guest called Confidential Donations and just add all confidential donations to that login (you would choose confidential donation as the name when you are manually entering the donation).

To create a non-displaying guest go to Manage Classmates > Enter/Edit Classmates > Add Member and on as you add them there is an option to make them a guest and non-displaying (it has you assign a password since they can't join as non-displaying.

Jessica
Class Creator Support


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