How To Edit Donor Donations

From the main Auction Dashboard, click through the Donors entry and then the All Donations entry in the Donors Dashboard sidebar.

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All examples taken from a demonstration event.

On the Donor Donations Summary window, select the donation you wish to edit.

Click View Record.

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An example from a demonstration event.

The Donation Record will open.

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An example from a demonstration event.
  1. Click the "pencil" icon to open a section to make changes.
  2. Enter your changes.
  3. Click the "checkmark" icon to save your changes; or, click the "undo" arrow icon to cancel.
How To Edit Dashboard Panel Settings

You can edit panel settings by clicking on the pencil icon to open the panel for editing.

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Panel in "saved" mode.

Once you have made your changes, click the checkmark icon to save these changes. If you have opened multiple panels in a dashboard, you must click each checkmark to keep their settings.

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Panel in "edit" mode.

You can click the return arrow icon if you do not want to save your changes.


Last reviewed: January 2024
EditDonorDonations
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How To Edit Donor Donations
Learn how to make edits to Donor donations.