List Donor Donations

To View all Donations, click Donors then All Donations.

img

The Donations View window appears.

To change the way the information is presented, click a column heading to re-sort the rows.

Click the arrow in the selected column heading to change the order from ascending to descending.

img

From this window, you can do any of the following:

Add a new donation by clicking the + in the upper left corner, or the + Add Donation button in the lower left.

Export the list to a PDF, XLS or CSV file by clicking Actions in the lower right corner.

You can also select an individual Donation to edit, view or delete. Click the checkbox at the left end of the donation row so that a green arrow appears.

img

To Open the selected Donation, click View Record. The same Donation window that you used to enter the donation will appear, and you will be able to edit the information.

To Delete the selected Donation, click Delete.

A window will pop up asking to confirm the deletion.

img

To confirm, click Continue.

To cancel the deletion, click Cancel.

Last Updated: 12/10/2018, 6:22:56 PM