How to Manually Add a Gift
There are several ways to manually add a donation in Eleo. Click an option below to jump to that section:
Option 1: Using the Top Search Bar
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Search for the contact using the top Search bar.
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Click on the name to open the contact record.
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Click the Gifts tab.
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Click Add Gift.
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Enter the gift information and click Save.
Option 2: Using Contact Search
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Navigate to Contacts.
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This will take you to the Contact Search. Search for the name of the contact you wish to add the gift to.
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Open the desired contact record by clicking on it.
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Click the Gifts tab.
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Click Add Gift.
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Enter the gift information and click Save.
Option 3: Using the Gifts Menu
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Navigate to Gifts > Gifts/Credits.
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Click Add Gift.
- Select the contact from the dropdown and enter the gift information.
Please note: All fields marked with a red asterisk are required. All other fields are optional.
- Click Save.
The donation will now appear under the Gifts tab of the contact's record as well as under Gifts > Gifts/Credits.