How do I update a stored account? – Qsuite Help Desk

How do I update a stored account?

To update a donor’s stored Accounts you will first need to search for the Profile: 1.  Click on “Profiles” at the top of the screen 2.  Click on “Find a Profile” on the left-hand side menu 3.  Enter the First OR Last name of the donor and hit ENTER 4.  Click the pencil icon next to the donor’s Profile you need to edit: 5.  Click on the “Accounts” tab within their Profile   6.  From here … Continue reading How do I update a stored account?

Qsuite Help Desk