Managing Revenue Connectors

Managing Donation Connectors

Overview

To allow users flexibility within HighTide and continue to be customizable, administrators of HighTide have the ability to decide what is enabled for gift recording for legal and credit donors. 

Navigating to Donation Connectors

Administrators have the ability to decide which record types can be recorded as legal or credit donors by navigating to the Settings and then to the Record Type they wish to enable for Finance. 

Once you select the Record Type you wish to enable for Finance the administrator will toggle on Finance. After doing so, the administrator will identify the Legal Name Field, Email Field, and Address Field.  

After enabling Finance, the record type will be available as an option for Legal and Credit Donor. In the example below you will see the record types of Constituent and Organization, which indicates they are the only record types that have Finance enabled. 

The Other Connections within Finance are all other Record Types within your HighTide environment that you can choose to connect to a donation or pledge.