How do I search for a donor profile?
To search for a donor profile:
- Click Donations to view the Main Menu of this service
- From the Administration section, click Donors
- Click Search.
- To narrow your search, use one or more of the following options before clicking Search:
- Choose the Activity Type from the drop down list, such as donations received from a specific appeal, event or membership form.
- Enter the full or partial name of the donor you seek.
- Select the year from the drop down list.
- Enter a full or partial donor ID number.
- Limit the number of donors viewed per page,and click the arrow keys to move from page to page.
- Click a column title, to sort the data for this column in ascending or descending order.
- Click the donor name or donor ID to view the Donor Profile, where you can:
- Make changes to the donor profile.
- Click the Order ID to see the details of the donation.
- Click the Canadian eTax Receipt number to view/print/save the receipt. Or, click Resend to resend the Canadian E-Tax Receipt to the donor or to another email address.
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