How do I change a donor profile?
Once an online donation has been made, you can modify the personal information collected online and change status of the donor from Active to Archived.
- Click Donations to view the Main Menu of this service
- From the Administration section, click Donors
- Search for a donor profile.
- Click the donor name or donor ID to view the Donor Profile.
- From the Donor Profile:
- Change the status (Active, Archived) from the drop down menu, and click Update Status when finished.
- Click Expand Profile to view and modify the demographic information collected, and click Save Profile when finished.
- Add a recurring monthly or quarterly donation order (also known as a recurring payment).