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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.

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Settings
  • Managing Donor Categories (Tags)
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
  • Reset Your Password
  • Managing Receipt Methods
  • Managing Receipt Types
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KB Categories
  • Donors
  • Mobile App
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  • Users
Settings
  • Managing Donor Categories (Tags)
  • Creating a new user
  • Adding a Fundraiser
  • Assigning Roles and Permissions
  • Customising the text and layout on a Section 18A Tax Certificate
  • Managing Receipt Methods
  • Managing Receipt Types
  • Managing Your Message Templates
  • Modifying your organisation settings
  • Reset Your Password
  • Viewing the Activity Log
  • Uploading an electronic signature for Section 18A Certificate
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  • Mobile App
  • Projects
  • Receipting
  • Reports
  • Section 18A Certificates
  • Settings
  • Subscription
  • Users

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