View or Manage Giving Information for a CRM Record

  1. From CRM search for the record from the top or from the “Filters” bar on the left.
  2. Double-click the record you wish to work with.
  3. When the record opens, click the “Giving” tab at the top. From here you can:
    • See all complete transactions the donor has made.
    • See all campaign designations the donor has made.
    • See and manage recurring gifts associated with the donor.
    • Add a new offline or online gift on behalf of the donor.
    • Export all donor gifts to CSV.
    • Search for gifts via a variety of custom filters.

Modified on Thu, 07 Sep 2023 at 03:24 PM

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