Master Data
The Master Data page provides a single location for managing all reference and lookup lists used throughout DonorPoint. Access it from the sidebar under Content → Master Data.
Each item on the page links to the corresponding list, where you can create, edit, archive, or reorder reference values. These values populate drop-down fields across contacts, transactions, and communications.
Contact / People
| Reference List | Used For |
|---|---|
| Title Types | Salutation prefixes on contact names (Mr., Dr., Rev., etc.) |
| Suffix Types | Name suffixes (Jr., Sr., III, PhD, etc.) |
| Gender Types | Gender values on contact records |
| Salutation Types | Formal salutation options for correspondence |
| Contact Name Types | Categories of alternate or additional names on a contact |
| Interest Areas | Topics or causes a contact has expressed interest in |
| Relationship Types | Labels for contact-to-contact relationships |
| Organization Types | Categories of organization records (Nonprofit, Corporation, Foundation, etc.) |
| Employee Types | Employment relationship categories (Staff, Volunteer, Board, etc.) |
| Location Types | Address types (Home, Work, Billing, etc.) |
| Phone Number Types | Phone categories (Mobile, Office, Home, etc.) |
| Email Reference Types | Email address categories (Personal, Work, etc.) |
| Date Types | Labels for custom date fields on contacts |
Fundraising / Recognition
| Reference List | Used For |
|---|---|
| Giving Societies | Named recognition programs and their tiers — see Giving Societies and Recognition |
| Prospect Ratings | Capacity/priority ratings on contact or opportunity records |
| Prospect Statuses | Cultivation status labels for prospects |
| Move Types | Categories of cultivation moves or major gift strategy steps |
| Campaign Types | Classification labels for campaigns |
Transactions
| Reference List | Used For |
|---|---|
| Soft Credit Types | Reason categories for soft credit attribution — see Soft Credits |
| Transaction Memo Types | Memo/note categories attached to transactions |
| Transaction Sub-Types | Secondary classification labels for transactions |
| Transaction Adjustment Types | Categories for transaction adjustment records |
Communications
| Reference List | Used For |
|---|---|
| Communication Sub-Types | Secondary classification labels for communication records (calls, meetings, emails, notes) |
Payment / Envelopes
| Reference List | Used For |
|---|---|
| Payment Batch Types | Categories for payment batches used in batch data entry |
| Payment Batch Line Types | Line-item categories within a payment batch |
Notes
- All reference lists support Sort Order — use this to control the order in which values appear in drop-down menus.
- Most lists support an Archived flag. Archiving a value hides it from new record creation but preserves it on any existing records that already use it.
- Some values are marked System — these are created and managed by DonorPoint and should not be deleted.