How do I use Zoho ERP to communicate with donors and track their contributions?

Every donor in Zoho ERP has a Donor record that stores their contact details, PAN, donor type, and full contribution history, giving your team everything they need to communicate effectively and track giving over time.

Here’s what you can do:

Send receipts and acknowledgements - Reach out to donors directly via email, WhatsApp, or SMS from within Zoho ERP.
Share donation history through the portal - Enable the Customer Portal for any donor so they can log in and view their own receipts and contribution history at any time.
Track and identify active donors - Use the Donations by Donor report to see total contributions, donation frequency, and average donation amounts per donor, so you can prioritize outreach to your most engaged supporters.
Keep donor records accurate - Store contact details, PAN, donor type, and contribution history once, and reuse them across all donations to reduce errors and maintain consistency.

To enable the donor portal:

Log in to your Zoho Billing organisation.
Go to Sales on the sidebar.
Go to the Customers module.
Open the donor’s record and check the Enable Portal option under the Identification Fields tab.