How to Use the Donors Table

  1. Search bar: The Search bar allows you to quickly filter the list of donors based on any of the information displayed. You can search by Donor Number, Name, Email Address, No. of Donations, etc.
  2. Export: Click 'Export' to convert and download your donor list as an excel document (.xlsx format).
  3. + New Donor: Click '+ New Donor' to create a new donor record. When you click on '+ New Donor' a dropdown menu opens, choose between "New Individual Donor" or "New Business Donor".

Each row contains actions to:

  • Edit the donor
  • Add a new donation made by the donor
  • View donor profile

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