Choosing Donors

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

In a number of places you are able to select some of your Donors to work on, for example, when choosing to generate donor receipts or emailing Donors.

In all of these cases the same control is used to select the Donors:


The default for the Donors chooser is to show all active Donors for the current event.

The current set of selected Donors is shown in the main part of the control and you can page through the Donors using the buttons at the bottom if there are more than fit on one page.

You can filter the Donors by clicking on the Options icon (3 dots):


Select one of the options to filter the list.

All Donors

All Donors associated with your organization.

Active Donors

Only Donors that have an item or donor donation recorded in the current event

Inactive Donors

Only Donors that do not have an item or donor donation recorded in the current event

Donors Matching Tags

This option lets you enter tags which will then be used to find Donors with any one of the tags.


Specific Donors

This option allows you to search for Donors and select them one at a time.



You can remove a specific Donor from the selection by clicking on the red x next to it

Search for Donors

This option allows you to enter search criteria to find matching Donors.


Ordering Donors

In some cases it is helpful to be able to influence the order the Donors are listed in.

To adjust the sort order, click on the sorting icon and then choose the field to sort by.


Reviewed: January 2023