Need to quickly update a contact's information? With just a few clicks, you can find the right contact, make your changes, and save them - ensuring your records stay accurate and up-to-date!
Step 1: Search for the contact
From the top left corner of your 'Donor Management' Dashboard, click the magnifying glass icon to search for the contact quickly.
A pop-up window will appear, where you can search for the contact by name, email, phone number, address, or city.
Step 2: Select the contact
Select the contact by clicking the 'view profile' link next to their name under the search results.
Step 3: Click to edit their record
After selecting your contact, you will be redirected to their profile. From the upper right corner, click 'Edit'.
Step 4: Make your edits
Scroll to the section within the 'Edit Contact' page you want to update and make your edit.
When you are finished, scroll to the bottom of the page and click the 'Update & Save' button.
Once you click that button, you will be taken back to the contact's profile and should find a green banner towards the top, confirming your updates were saved.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.