Sample data · this browser only
CCRM
Charity CRM with Help and Media extras: practical help they will give,
and the format to send (print, large print, email, tape, braille).
Menu buttons still come from tblSwitchboardItem.
Click a row. Current hides archived donors. Helen Quayle is a person with Gift Aid; Otley Rotary Club is an organisation.
| ID | DisplayName | Kind |
|---|
Donor
Save this donor first. The Communications tab stays grey until then -- waiting, not broken.
Clerks add only. You cannot delete a communication here. Admin hides a mistake (Hide, not delete). Password required (password is 123).
| Method | CommunicationValue |
|---|
Save this donor first. The Donations tab stays grey until then -- waiting, not broken.
Total 0
Clerks add only. You cannot delete a donation here. Admin hides a mistake (Hide, not delete). Password required (password is 123).
| DonationDate | Amount | DonationCode | Notes | NQ | Exported |
|---|
Save this donor first. The Help tab stays grey until then -- waiting, not broken.
Ask what practical help they can give, then add a row. Not a separate survey form.
Clerks add only. You cannot delete a help row here. Admin hides a mistake (Hide, not delete). Password required (password is 123).
| HelpOffer |
|---|
Save this donor first. The Media tab stays grey until then -- waiting, not broken.
Vital Link -- preferred send-out format, not a checkbox field. Own tab -- not TTR's side-by-side Media/Resources page.
A mistaken media row can be removed here. Media format is preference only — not Gift Aid. CopyCount 0 does not remove a row; use Remove.
| MediaFormat | CopyCount |
|---|
Gift Aid (frmGiftAidExport)
Qualifying UK person donations with a Gift Aid declaration, not marked non-qualifying, not already exported.
Organisations are excluded. Defaults to tax year 2025/26 so the sample gifts appear.
Official Charities Online attach file is an ODS workbook (sheet R68GAD_V1_00_0_EN); this demo downloads a CSV of those columns to paste or attach, and a PDF clerk copy (not the attach file).
| Donation date | First name | Last name | House name or number | Postcode | Amount |
|---|
Vital Link (frmVitalLinkEmail)
Who wants Email copies and already has an email address.
TTR qryVitalLinkEmail (email method + email media format). No sending -- export the list for your mailing tool.
| First name | Last name | Copies |
|---|
Admin (frmAdmin)
Lookups change how the app runs. Hide a mistaken child row here. Do not use CopyCount 0. Clerks add only. This password is not a lock -- it asks you to confirm you understood.
Hide Me never deletes a lookup row. Add a corrected name, then hide the wrong one.
| Donor | MediaFormat | CopyCount | Hidden |
|---|
| Donor | HelpOffer | Hidden |
|---|
| Donor | Method | Value | Hidden |
|---|
| Donor | Date | Amount | Hidden |
|---|
What this demo shows
A Microsoft Access charity donor register in the browser. Named extras include switchboard, find, lookup, date picker, keypad, help offers, and media formats.
- Switchboard extra -- startup
fmnuMainfilled fromtblSwitchboardItem(Donors, Gift Aid, Find, Admin, Vital Link). Same extra as switchboard. Not Switchboard Manager, not macros. - Split list + card -- datasheet left, donor form right. Tabs Donor | Details | Communications | Donations | Help | Media.
- Person or organisation --
tlkpDonorKind; combo storesDonorKindID. - Vertical communications -- phones and emails are rows (
tblDonorCommunication), not Tel1. Method combo storesMethodID. - Donations -- amount (spinner steps by 1; keypad extra), date, fictional code, note, NonQualifying, ClaimExported. Running total of active rows. Combo stores
DonationCodeID. - Idle child -- Communications, Donations, Help, and Media stay grey until the donor is saved.
- Archive / Recover --
Active = Nowithout deleting. Current / Archived / All. - Gift Aid declaration --
GiftAidDecon Details (person). Same date-picker extra. Organisations do not export. - Charities Online CSV -- date-range preview, download, then mark
ClaimExported. Columns follow HMRC's published schedule (title, name, house name or number, postcode, aggregated, sponsored event, date DD/MM/YY, amount 2dp). Official attach file is ODS (tabR68GAD_V1_00_0_EN); this demo emits CSV for the clerk to paste, plus a PDF clerk copy with report-footer totals (not the attach file). Limit 1,000 lines. No HMRC XML API. - Legal hold -- no delete-forever while a qualifying Gift Aid donation exists (HMRC retention is about six years from the end of the tax year). Archive still works.
- Unsaved changes -- Yes / No / Cancel before leaving a dirty record.
- Date picker extra -- Go! or double-click on DonationDate, GiftAidDec, and the export range. Today writes the date into the box. Same extra as date-picker. Native date box remains.
- Keypad extra -- Go! or double-click on Amount opens a mouse keypad (OK posts the value). Same extra as keypad. Native number box remains.
- Find extra -- named-control popup (abc* / *abc* / *abc). Boxes declare
data-field(Access Tag). Show Selected Record opens the donor and closes. Same extra as search-form. Current / Archived / All. No Town or ContRef boxes -- those fields are Cut. - Lookup extra -- Edit beside Method, DonationCode, HelpOffer, and MediaFormat opens Admin first. Hide Me, do not delete. Dedicated
tlkpCommunicationMethod/tlkpDonationCode/tlkpHelpOffer/tlkpMediaFormat-- not TTRtlkpInfogroups 1-6. Same extra as lookup-combo. Kind has no Edit. - Help extra -- what practical help they will give (rows on the donor,
trelDonorHelp). Ask, then add a type. Own tab -- not TTR's side-by-side Media/Resources page (phone). - Media extra -- preferred send-out format and copy count (
tblDonorCopy). Vital Link is a banner on the Media tab, not a field. Own tab. Duplicate format refused. CopyCount >= 1. A mistaken row has Remove on the line. CopyCount 0 does not delete. - Vital Link list -- menu opens who wants Email copies and has an email row (
qselVitalLinkEmail). Download CSV or PDF. This demo does not send email. - Admin extra -- menu Admin. Password required (password is 123) -- a powerless gate so you confirm you understood, not a lock. Lookups Hide Me. Communications, Donations, and Help mistakes are hidden here (clerks add only on those tabs). Media rows can be removed on the donor card. Each add tab can still open that donor's Admin listing.
- Not yet -- live postcode, fundraising import.
- Not GDPR-certified software -- fictional seed. A live charity needs its own written retention policy.
Will this work when the data is in a database?
Yes. Donor rows and kind IDs are the same keys Access gold stores. Sample data lives in this browser only.
Sample data only. TTR is the spec, not a download. No real donor rows. The Access file is a product and is not published here. Treasurer overview: About CCRM.