The details of a donor record may be viewed at any time, as long as you have the required user access permissions to the Donor module. Phone numbers, email addresses, office addresses, pledges, payments, schedules, activities, payment methods, and any balance due from the donor are all part of the record. Once you open a donor's record and can see their details, you may edit them at the same time.
To view the details of a donor record:
- Click Contacts on the Main Menu, then Donors.
- On the Donors page, search for the donor record. For more information, see How to Use Search and Apply Filters in Donor Fuse.
- Once you find the donor record, click the donor's name under the Full Name column. Alternatively, click the Action menu, denoted by three (3) dots to the right of the record, then click View Details.
- On the Donor's Details page, check each of the tabs for detailed information on the donor.
To edit the record, enter your changes, then click Save.
If you do not need to edit anything on the record, once you are done reviewing the donor's details, click Cancel to close the record and go back to the main Donors page.