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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.
  1. Click Donations to view the Main Menu of this service
  2. From the Administration section, click Donors
  3. Search for a donor profile.
  4. Click the donor name or donor ID to view the Donor Profile.
  5. 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).


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