For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 1. | Under Additional information, select Include name formats so users can enter multiple name recognition preferences on the donation page. For example, users can enter a preferred name for your annual report and they can enter a preferred name for your alumni mailings. |
Note: If you know a name format type exists in Blackbaud CRM but do not see it on this part, check the Settings tab in Sites & settings to make sure the name format type is available.
| a. | In the Include column, select the checkbox for each name format type to include on the page. |
| b. | In the Required column, select the checkbox for each name format type you want to require. |
| c. | In the Alternate caption column, enter the text to display on the page. For example, you can enter “Annual report recognition.” |
When a user submits a name format, it downloads to the Names tab on the constituent record.
| 2. | Under Spouse information, select Include spouse fields so users can add or edit spouse information on the donation form. Spouse fields appear in a grid for you to select the information to appear on the page. To make a spouse field required, select the applicable checkbox in the Required column. |
If a user with existing spouse information in the database logs in to your site, the spouse information automatically appears on the donation page. If a user is not logged in, the spouse fields are blank. The user selects I would like to provide information about my Spouse/Partner to add new spouse information.
| 3. | Under Attributes, select gift attributes to associate with the donation page. |
Tip: The gift attributes that appear in this frame are created in Blackbaud CRM. After you process a donation transaction, the attributes you select appear on the Attributes tab of a revenue record.
| 4. | In the Display column, select the checkbox beside the gift attribute to associate with the part. To make the attributes required, select the checkbox in the Required column. To change the text of the attribute on the donation page, enter the text to display in the Caption field. |
Note: If you know an attribute exists in Blackbaud CRM but do not see it online, check the Settings tab in Sites & settings to make sure the attribute is available.