- Navigate to your manager dashboard. Click on the Donors tab in the menu on the left.
- Search for a giver using the Search Box in the upper right corner.
- Once you’ve found the giver, click Actions and select View Donor Details from the dropdown menu.
This will open giver’s profile, from which you can view the giver’s transactions, payment profile info, and recurring gift schedule. From here, you can also log in as the giver and View/Edit Payment Profiles.