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home/Knowledge Base/Settings/Managing Donor Categories (Tags)

Managing Donor Categories (Tags)

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Tags allow you to group your donors into categories e.g. VIP, Volunteer, Doctors, etc.

Adding a donor category:

  1. Click on the icon in the top right corner.
  2. Then click on Settings.
  3. Thereafter click on Donors.
  4. Finally Click on the “Add Tag” button.
Managing Donor Categories (Tags) - Navigating to the settings page from the dashboard
Managing Donor Categories (Tags) - Finding the Donor settings

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Settings
  • Managing Donor Categories (Tags)
  • ActiveDonor Training
  • Filling in IT3D Settings for Section 18A Submissions
  • Setting up Newsletter Syncing
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
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