Donations can be assigned to a Profile within the Donor’s Profile and under the “Donations” tab. Within the “Donations” tab you can “Find Unassigned Donations” and the assign them to the donor’s Profile.
To get started, search for the donor’s Profile:
1. Click on “Profiles” at the very top of the page
2. Click on “Find a Profile” from the side menu
3. Enter the first OR last name for the donor (don’t search for the full name)
4. Click on the pencil icon next to the donor’s Profile
5. Click on the Donations tab within their Profile
6. Click on “Find Unassigned Donations”
7. You’ll now be able to search by the first letter of their first name, followed by their last name. You have the option of including email address if needed.
8. After you click [Search] you’ll see a list of potential unassigned donations below. If the results are blank, you can refine your search and try again.
9. To assign a “Potential Donation” to a Profile check the box in the “Apply” column next to each potential donation. If all potential donations are valid you can click the “Check All” link next to the [Add] button.
10. Once all potential donations have been checked, click the [Add] button to assign these donations to this donor’s Profile.
11. These donations are now visible to the donor in their Profile.
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