Square Champion

Can you link a Donation to a Group in the Customer Directory?

Hi-

 

I feel like I was able to do this before but it's not linked up now. 

 

When a donor makes a donation, how can they automatically be added to the Donors group in the Customer Directory?

 

Thanks-

farmersash
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I believe that's a manual entry on your part.  Perhaps some of the other volunteer community members have some thoughts.

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Alumni

 

Thanks for being a member of the Community!

 

To collect additional information from donors, you can set up custom fields through your Square Dashboard. Just go to Create a link > Accept Donation > Advanced Settings > Enable Custom Field to get started.

 

Let us know if you need further assistance!

 

 

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