- From CRM search for the record from the top or from the “Filters” bar on the left.
- Double-click the record you wish to work with.
- 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, 7 Sep, 2023 at 3:24 PM
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