How do I change a Donation Coordinator profile?
Each donation appeal form must be associated with a coordinator. When setting up your CAD eTax Receipts, you must also select a donation coordinator.
You can change the donation coordinator profile as follows:
- Click Donations in the left navigation.
- Click Coordinators.
- Click the name of the coordinator and make any necessary changes.
- Click Save.
- Next, select the coordinator in the setup of your donation appeal form, or your CAD Tax Receipts setup.
Tip:
- You might need to update the content of your email messages as well. Check the Tax Receipt email (if applicable), On-Screen Confirmation and Thank You Email messages for each of your Donation Appeals.