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- Donor Management System
- Data model
The tables behind Donor Management System
Donor Management System ships with 10 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 10
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization
Organizations, Programs and team members establish where work belongs and who handles it.
Case work
Funding cases carry the request, status, owner, program and award details.
Financial entries
Fund events and donation receipts connect dated amounts and receipt references to a case.
Review and evidence
Review decisions, record attachments and operation receipts preserve decisions, files and operation results.
Access
Users connect people to their team records.
Every table, by feature
- Funding Cases6
- Programs3
- Fund Events4
- Donation Receipts6
- Review and Evidence5
- Operations Overview5
- Shared and settings1
- Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Organizations
Organizations records; retain actual linked evidence and role scope.
- Programs
Programs records; retain actual linked evidence and role scope.
Linked to Organizations - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members
- Programs
Programs records; retain actual linked evidence and role scope.
Linked to Organizations - Organizations
Organizations records; retain actual linked evidence and role scope.
- Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs
- Fund events
Fund Events records; retain actual linked evidence and role scope.
Linked to Funding cases - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Organizations
Organizations records; retain actual linked evidence and role scope.
- Programs
Programs records; retain actual linked evidence and role scope.
Linked to Organizations
- Donation receipts
Domain-specific donation receipts supporting issue a receipt for confirmed donation.
Linked to Funding cases, Organizations - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Fund events
Fund Events records; retain actual linked evidence and role scope.
Linked to Funding cases - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Funding cases - Organizations
Organizations records; retain actual linked evidence and role scope.
- Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Team members
Team Members records; retain actual linked evidence and role scope.
Linked to Organizations, Users - Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Funding cases
- Operation receipts
Operation Receipts records; retain actual linked evidence and role scope.
Linked to Funding cases - Funding cases
Funding Cases records; retain actual linked evidence and role scope.
Linked to Organizations, Team members, Programs - Donation receipts
Domain-specific donation receipts supporting issue a receipt for confirmed donation.
Linked to Funding cases, Organizations - Review decisions
Review Decisions records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members - Record attachments
Record Attachments records; retain actual linked evidence and role scope.
Linked to Funding cases, Team members
Keys and references
A funding case links to its organization, owner and program. Fund events, donation receipts, review decisions, attachments and operation receipts point back to that case. Donation receipts also identify their organization. Team members belong to an organization and may link to a user. The case relationship is the place to start when reconciling a decision with its financial and evidence records.
Migration order
- Organizations and users. Establish identity and organization scope.
- Programs and team members. Confirm active programs and case ownership.
- Funding cases. Import subjects, status, due dates, amounts and links.
- Linked history. Add fund events, receipts, decisions, attachments and operation results against the correct parent case.
- Reconcile. Sample an awarded case and a completed receipt from source reference through linked history.
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.