- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
- Click on the person’s name when it appears in the list
- In the “Main” tab, click on the “Miscellaneous” sub-tab
- In the “Donor” module section, make the necessary changes:
- Status: Select the new status for the donor and click the [Update Status] button
- Date Joined: When a donor fills in your information form, the “Date Joined” defaults to the date the application was completed. You can change that date here. You can also see how many years a donor has been with your organization
- Click the [Save] button when you are finished