{"id":24584,"date":"2024-05-20T09:16:23","date_gmt":"2024-05-20T09:16:23","guid":{"rendered":"https:\/\/adrasource.org\/?p=24584"},"modified":"2024-05-20T09:18:57","modified_gmt":"2024-05-20T09:18:57","slug":"add-notes-to-a-donors-profile","status":"publish","type":"post","link":"https:\/\/adrasource.org\/sl\/add-notes-to-a-donors-profile","title":{"rendered":"Dodajanje opomb v profil donatorja"},"content":{"rendered":"

Na\u0161emu orodju za donatorje, Upravitelju odnosov z donatorji, je bila dodana nova funkcija. V profil donatorja lahko zdaj dodate opombe, na primer \u010de donator pokli\u010de in \u017eeli ve\u010d informacij o prihajajo\u010dih dogodkih za zbiranje sredstev ali o mo\u017enostih doniranja. Za vsako opombo lahko dodate povzetek, opis, \u010das in na\u010din vzpostavitve stika.<\/p>\n\n\n\n

Za za\u010detek dodajanja opomb v podatke o darovalcu sledite naslednjim korakom.<\/p>\n\n\n\n

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Prvi korak<\/strong><\/p>\n\n\n\n

Ko se prijavite v svoj armaturna plo\u0161\u010da<\/a> ko ste odprli orodje Donor Tool, Donor Relationship Manager, kliknite na seznam \"Donors\" v meniju na levi strani ali v osrednjem meniju.<\/p>\n\n\n\n

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Drugi korak<\/strong><\/p>\n\n\n\n

Na seznamu kliknite ime donatorja, ki mu \u017eelite dodati opombo. \u010ce se ne prika\u017eejo na prvi strani, lahko uporabite iskalno vrstico.<\/p>\n\n\n\n

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Tretji korak<\/strong><\/p>\n\n\n\n

Na dnu donatorjevega profila boste videli razdelek z naslovom \"Opombe\". Kliknite nanj. Nato kliknite \"Ustvari\" in dodajte novo opombo.<\/p>\n\n\n\n

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\u010cetrti korak<\/strong><\/p>\n\n\n\n

Ustvarite novo opombo, tako da dodate povzetek, opis, datum in vrsto. Spodnji primer.<\/p>\n\n\n\n

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Za tip izberite eno od mo\u017enosti v spustnem meniju, in sicer po e-po\u0161ti, s klicem ali razli\u010dno. Ko zaklju\u010dite opombo, izberite zeleni gumb \"Po\u0161lji\".<\/p>\n\n\n\n

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Peti korak<\/strong><\/p>\n\n\n\n

Zdaj ste uspe\u0161no dodali opombo. Preusmerjeni boste na zaslon, na katerem je prikazana celotna opomba.<\/p>\n\n\n\n

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\u0160esti korak<\/strong><\/p>\n\n\n\n

\u010ce se vrnete na profil donatorja, boste videli, da je bila opomba dodana v razdelku z opombami v njegovem profilu. Opomba si lahko kadar koli ogledate, uredite ali izbri\u0161ete.<\/p>\n\n\n\n

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\u010ce imate te\u017eave z dodajanjem opomb v orodje za donatorje, se obrnite na na\u0161e Ekipa za podporo ADRA Source<\/a> po elektronski po\u0161ti. <\/p>","protected":false},"excerpt":{"rendered":"

Nau\u010dite se dodajati opombe v profil donatorja, kar je nova funkcija v na\u0161em orodju za donatorje, upravitelju odnosov z donatorji.<\/p>","protected":false},"author":27,"featured_media":20242,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[317,346,319],"tags":[],"class_list":["post-24584","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-adra-marketing","category-donors","category-how-to"],"acf":[],"_links":{"self":[{"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/posts\/24584","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/comments?post=24584"}],"version-history":[{"count":2,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/posts\/24584\/revisions"}],"predecessor-version":[{"id":24593,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/posts\/24584\/revisions\/24593"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/media\/20242"}],"wp:attachment":[{"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/media?parent=24584"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/categories?post=24584"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/adrasource.org\/sl\/wp-json\/wp\/v2\/tags?post=24584"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}