How can I see a full list of Donors?
A full list of donors can be found on the 'Manage Donors' screen (it's towards the bottom of the sidebar menu).
The manage donor screen has FIVE different views:
- Donor Details - Basic donor details
- Gift Aid Declarations - Gift Aid declaration details
- Communication - donor communication
- Engagement - donor engagement
- Pledges - donor pledges
To edit a donor's details, click on the donor you wish to edit (note: the 'engagement' and 'pledges' views allow you to directly edit)