Books > Help Center > Donations > Essentials of Donations > General settings >  



How do I change a Donation Coordinator profile?

Each donation appeal form must be associated with a coordinator. When setting up your Canadian eTax Receipts, you must also select a donation coordinator.

You can change the donation coordinator profile as follows:

  1. Click the Donations tab to view the Main Menu of this service.
  2. From the Coordinators section, choose Manage Coordinators.
  3. Choose a coordinator record to be changed and click Change. The profile details are shown.
  4. Change information in the appropriate fields.
  5. Click Save.
  6. Next, select the coordinator in the setup of your donation appeal form, or your Canadian eTax Receipts setup.
Tip:



Was this information helpful?
Yes   No




Search Help Center

Today's Top 10 Articles
  1. Which version of Google Analytics am I using: Classic or Universal Analytics?
  2. How do I split the content of a cell in my Excel spreadsheet into multiple cells?
  3. How does the credit card payment process work?
  4. Why was this transaction declined?
  5. How do I confirm receipt of a pending cash or cheque pledge?
  6. How do I issue a membership card to a pending member?
  7. Can we sell raffle tickets online? [UPDATED]
  8. Creating a table within the HTML editor
  9. Adding a clickable link using the HTML editor
  10. How do I activate an event?