[Koha] Announcing Donor Tracking Plugin for Koha

Bob Ewart bob-ewart at bobsown.com
Fri Sep 18 01:15:17 NZST 2015


This plugin is used to track donor contributions and contacts. Knowing 
what a donor has given to and what his/her interests are is a big help 
in asking for future donations.

Income is transferred from an accounting program such as QuickBooks as a 
spreadsheet. The accounting customer number is set to the Koha card 
number.  This keeps both databases in sync.

You can review a donor's past giving and comments about past contacts 
before meeting with that donor.  Afterword you should add any 
significant points covered to help in future contacts.  This can be 
important when other people will be making the next contact.

There is a flexible report generation feature which is used for 'data 
mining'.  You can search by amount, date, account number, patron 
category, branch... or any combination thereof.

More information is at Donor Tracking Wiki 
<https://github.com/bob-ewart/Koha-plugin-DonorApp/wiki>

The plugin is available at Donor Tracking github 
<https://github.com/bob-ewart/Koha-plugin-DonorApp>

-- 
Bob Ewart
Stonewall National Museum & Archives
Fort Lauderdale, FL


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