This form adds the gift item to the "New gifts received for processing" group in the "Gift Pipeline" board
The form will capture the following information:
Name of item
Name of giver
Method of acquisition (donated or purchased)
Photo of item
Date Given
Item Category (select from dropdown)
Description of item
Warehouse Location
Requires photo in house Y/N
In the "New gift received for processing" group, link the item to the donor. If the donor came through the website form in step 1 they will be listed in the "Donor Contacts" board. Click on the relevant item's empty cell in the "Contacts" column and select the donor from the list.
If the donor is not in the contacts list, you can add them to list by completing the form in step 1 on their behalf.
Note that the email field is automatically populated when you select a contact from the list.
Once processing of the item is complete - change the item’s status from “Item Received” to “Item Processed”. This will move the item into the “Awaiting allocation to house” group automatically.
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