Management of donors (outside the site)

[tiagonmas]

The food bank manages all donations that are not made in the site, using a “old” access database.

They register the information about all the donors, and each donation. Then produce a invoice (a word doc) that is now not legal anymore.
I thought that we have “everything” to replace this access with our site.

For that we would need to be able to have a backoffice to enter the donor information, and add donations. One donor might have many donations, so we don’t need to reenter the donor info everytime we add a donation.”
2 times per year we need to export a list of donors, so we can send them a letter.

If we do move the solution, I would need to also bring the past information to the site to provide continuity.

For Each donation:

Fields:

• Donor
• DonationDate
• DonationAmount
• TypeOfDonation
• Aleatorio
• Espontanio
• Personalizado
• Regular
• Tribunal
• Um amigo
• Site

PaymentMethods

• Cheque
• Dep. Conta
• Multibanco
• Numerário
• Vale Postal
• MbWay
• Site (the current and existing way!?)
  • Paypal
  • CreditCard

This feature should be accessed in the Backoffice or it could be implemented in the Backoffice Powerapp.

[guerrerotook]

Couple of questions about this.

Should we integrate this into the current database model, meaning that we can create a user, which would be the donor. To the user table we can add a new column with the type of donation that would be a string where you can set to whatever you want.

About the payment method, because we have a hierarchy of payment types I can create a new payment type CustomPayment where we can specify the amount the type of payment, Cheque, Dep. Conta, etc.

With these two modifications we can then create invoices and everything.

Let me create a new branch with a sketch of how this would look like.

[tiagonmas]

Hi, yes I think everythign could be in the same place ... to manage all donations.
If we have a central place, and then migrate existing users to the database, we might have past users with emails that are already in our database ... need to check how to deal with these...

[tiagonmas]

@guerrerotook sorry, it seems the food bank is now using https://esocial.f3m.pt/modulos?c=donativos to manage donations. We don't need to implement this :( ... sorry again