I frequently receive donations from the same donors. How do I avoid re-entering their details every time?

In Zoho ERP, you can save a donor’s details for future donations. When the same donor makes another donation, you can use their existing donor record instead of entering their details again.

To save donor details:

Log in to your Zoho ERP organisation.
Navigate to the Contributions module from the left sidebar.
Switch to Donors from the top modular bar.
Click + New to create a new donor.

The donor’s details will be saved and can be used for future donations.

To use an existing donor record:

Log in to your Zoho ERP organisation.
Navigate to the Contributions module from the left sidebar.
Switch to Donations from the top modular bar.
Create a donation.
Select the donor’s name from the Donor Name dropdown.

The donor’s saved details will be populated automatically.

If a donation is similar to a previous one, you can clone the existing donation and update only the fields that have changed, such as the amount or date.