Details Tab

The Details tab displays the contact’s giving summary and contact preferences.

Giving details

The GIVING DETAILS section provides a summary and totals for all transactions during the last five years.

The CONTACT PREFERENCES section shows global Dynamics 365 settings that indicate the best communication methods for the contact. Contact preferences aren't specific to PowerWorker Engage. They let you flag and categorize contacts for marketing and fundraising purposes.

Setting	Description
Preferred Language	Shows the contact's preferred language.
Receipt Preference	Shows the receipt format that the contact prefers (typically email or print).
Preferred Method of Contact	Shows how the contact prefers to be contacted.
Anonymous?	Says whether the contact wants their name left out of public listings that include their donations and designations.
Do not allow Phone Call	Says whether the contact accepts phone calls.
Do not allow Email	Says whether the contact accepts email. If set to Do Not Allow, Dynamics 365 doesn't send email messages to the contact.
Do not allow Mail	Says whether the contact accepts direct mail.
Do not allow Bulk Email	Says whether the contact accepts bulk email.
Do not allow Bulk Mail	Says whether the contact accepts bulk mail.

Address Details tab

The Address Details tab lets you review or update all address information for the contact.

Address Change tab

The Address Changes tab displays the previous and updated address information when someone changes the Address Line 1 and ZIP/Postal Code fields on the Address Details tab.

Donation Information tab

The Donation Information tab displays the giving history of the contact.

#	Area	Description
1	Last Transaction	A link to the most recent donation made by the contact.
2	Last Transaction Date	The date and time when the most recent donation was processed.
3	Active Transactions	Lists all active transactions that the contact has completed, including records for recurring donations and converted pledges. To add a transaction, select + New Transaction.
4	Active Donor Commitments	Lists all active pledges that the contact has fulfilled. To add a pledge, select +New Donor Commitment.
5	Active Payment Schedules	Lists all active recurring donations, pledge schedules, and donation schedules that this contact has fulfilled. To add one, select +New Payment Schedule.

Administrative tab

The Administrative tab displays general information about the contact record. It includes the record's owner, creator, creation date, and date of most recent modification.