Alitec

Donation and
Donor Management

Donation Records, Donor Profiles & Website Migration with Odoo

This Odoo customization focuses on trusted donation and donor records, legacy database continuity, donor-grade descriptions, personal information fields, and website homepage migration — a different use case from ceremony and offering operations.

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/payment, and expiry dates visible.

Website Migration

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

KEY CAPABILITIES

Donor Number Control

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

First / Last Name

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

Donation Dates

Record last donation/payment date, old last update date, and donor expiry date.

Address Unit Detail

Add house/unit number visibility beside address fields for Singapore contact records.

Donor Grade Notes

Add grade descriptions for clearer donor category and partner-level management.

Donor List Views

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

Nationality & Personal Info

Use OCA personal-information extensions for richer contact profile management.

Website Homepage

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

Donor Data Workflow

Import
Legacy Data

Carry old donor numbers, update dates, donation dates, and expiry dates

Clean
Names

Separate first and last name while keeping required Odoo name populated

Complete
Profile

Add NRIC, birthdate, nationality, gender, language, and unit number

Assign
Grade

Use donor grade descriptions to classify and review contact levels

Migrate
Website

Move homepage, program content, event snippets, and centre story to Odoo

Control Modes

Identity

NRIC, donor number, and old DB reference remain searchable

Donation Dates

Last donation/payment, old update, and expiry dates stay visible

Personal Info

Birthdate, nationality, gender, language, and age range support

List Review

Optional columns expose donor fields for cleanup and reporting

Website Page

Homepage sections, events, programs, and story content migrated

Additional Features
Create fallback full name from first/last name during contact creation
Add donor columns to partner list view for operations review
Partner grade description field for donor category clarity
Base location and house unit field for cleaner address data
Gender, nationality, language, birthdate, and personal information pages
Deduplication helpers reduce repeated donor records
Homepage hero, program sections, statistics, and media migrated
Website events snippet retained for upcoming programs
Donor Record Visibility

Donor Fields

11

OCA Modules

20+

Legacy Dates

3

Website Sections

8

List Columns

10

Contact Data Coverage

Core donor data · 58%
Website migration · 42%

Migration Readiness Trend

MonTueWedThuFriSatSunMon
Control Area
Owner
Status
Count
Review
Donor Identity
Admin
Mapped
11
Active
Legacy DB Fields
Data
Carried
4
On Track
Partner Grades
CRM
Described
1
Review
Homepage
Website
Migrated
8
Active

Donor Data Areas

Identity
62%
Personal Info
48%
Legacy Dates
36%
Website
28%

Migration Work Queue

Item
Type
Stage
Status
Contacts
Fields
Map
Plan
Names
Create
Logic
Ready
Grades
CRM
View
Review
Homepage
Web
Theme
Ready
SEAMLESS INTEGRATION WITH ODOO APPS
Contacts
Donations
Personal Info
Locations
Deduplication
Partner Tags
Website
Events
Business
Benefits

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, programs, events, and centre story move into Odoo.