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home/Knowledge Base/Donors/Editing a Donor

Editing a Donor

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At times you may need to edit a donor’s information, for example, a change in the donor’s contact information.

To do this you can:

  1. Click on Donors
  2. Enter the name of the donor in the Search bar
  3. Locate your donor and press the Edit icon in the right column.
Editing a Donor - searching for a donor from the donor page

A popup screen with all of the donor’s information will appear.

 You can now modify the donor’s information and press the Update Donor button to save your changes.

Editing a Donor - update donor form

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Donors
  • Editing a Donor
  • Donor Capture Forms
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  • Searching for Donors
  • Managing Donor Categories (Tags)
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  • Viewing all Section 18A Tax Certificates for a Donor
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All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

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