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)

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