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    Donation and Donor Management

    Donation Records, Donor Profiles & Website Migration with Odoo

    This Odoo customisation focuses on trusted donation and donor records, legacy database continuity, donor-grade descriptions, personal information fields, and website homepage migration.

    Book a Free Consultation Explore the solution

    Key Features

    Donor Identity

    Donor number, old database number, NRIC, first name, and last name fields.

    Donor Profile

    Birthdate, nationality, age range, address unit, gender, and language support.

    Donation Continuity

    Keep old donor numbers, last update date, last donation or payment, and expiry dates visible.

    Website Migration

    Rebuild homepage content, programme links, events snippets, and centre story in Odoo.

    In Details

    1. 1

      Donor Number Control

      Track donor number, old database donor number, NRIC, and identity fields in contacts.

    2. 2

      First / Last Name

      Support separate first-name and last-name capture while keeping Odoo name valid.

    3. 3

      Donation Dates

      Record last donation or payment, old update, and donor expiry dates.

    4. 4

      Address Unit Detail

      Add house and unit number visibility for Singapore contact records.

    5. 5

      Donor Grade Notes

      Add grade descriptions for donor-category management.

    6. 6

      Donor List Views

      Show donor fields in list views for search, review, and data cleanup.

    7. 7

      Nationality & Personal Info

      Use personal-information extensions for richer contact profiles.

    8. 8

      Website Homepage

      Migrate homepage, events, programme links, and story sections into Odoo Website.

    Illustrative operations view

    An illustrative view of donor-record continuity.

    Demonstration data — not live

    The categories follow this page’s verified workflow; all small counts are fictional interface examples.

    Donor profiles

    4

    Recorded

    Legacy records

    3

    Linked

    Donor numbers

    2

    Assigned

    Profiles to review

    1

    Review needed

    Illustrative operations view

    Donor record state

    Demonstration data — not live
    Donor record state — demonstration counts
    Record Count
    Current profile 2
    Legacy-linked 2
    Review needed 1
    Total 5

    Illustrative operations view

    Profile fields

    Demonstration data — not live
    Profile fields — demonstration counts
    Category Recorded To review
    Identity 4 1
    Address unit 3 1
    Donation dates 2 1
    Demonstration workflow record · no customer data

    DEMO-DDM-001

    Donor profile review

    Awaiting review
    Profile
    Sample donor 01
    Donor number
    Sample number 01
    Legacy record
    Sample legacy 01

    Profile detail

    Name fields
    Recorded
    Address unit
    Recorded
    Donor grade note
    Prepared

    Continuity fields

    Legacy number
    Linked
    Donation date
    Recorded

    Review state

    Profile review
    Awaiting
    Data review
    Pending
    Illustrative workflow record. Not a customer document or live Odoo output.

    What the connected process changes.

    Legacy Donation Continuity

    Old donor numbers and payment dates remain visible in Odoo.

    Cleaner Donor Profiles

    Identity, address, nationality, and personal information stay structured.

    Safer Contact Creation

    Fallback name logic prevents missing-name contact insert failures.

    Website Continuity

    Homepage content, programmes, events, and centre story move into Odoo.

    Map your donation and donor management workflow in Odoo.

    Start with the process your team uses today.

    Book a Free Consultation Call +65 6262 2001
    Alitec

    Founded in Singapore, 2016. Odoo Gold Partner implementing ERP, AI workspaces, and e-invoicing for SMEs.

    [email protected] · +65 6262 2001

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