If a giver has trouble managing their giving account, your admins are equipped to help!

How to Edit a Giver's Profile

  1. Navigate to your manager dashboard and click on the Donors tab in the menu on the left.
  2. Search for a giver using the Search Box in the upper right corner.
  3. Click Actions and select Edit Profile, which pulls up the Edit Donor Profile window.
  4. Complete the Edit Donor Profile window: update the name, envelope number, address, email, and phone number of the giver. 
  5. Click Save!
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