The first way to add a new designation is through the “Giving” tab. You can select the “Giving” tab from the navigation menu on the left side of your screen, and then select “Designation” from the options that appear below “Giving,” once that page reloads.

Once there, you’ll want to click on the green “Add Designation” button in the top right corner of your screen.

The second way to add a designation is directly from the Dashboard itself.

If you are viewing Donor Management on a laptop or desktop, you should be able to use the blue “Quick Add” button at the top left corner of your screen (above the “Dashboard” tab).

If you are viewing Donor Management on a mobile device, such as a phone or tablet, you should be able to click on an “Add” button at the bottom of your screen.

There will be a pop-up that appears with several options – you'll want to click on “Designation.”

You’ll then be prompted to name this designation – we recommend naming it something that clearly states its purpose and will be easy for you to remember later on.

Once you’ve decided on a name, you can click on the green “Save & Exit” button.

You should then be able to see your new designation listed among any other designations that your organization has created!