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Course: Donor & Registrant Management (15 min)

What's Your Objective?

After completing this course, you will be able to quickly look up and make necessary updates to your registrant's, donor's, and team's record.

  • Registrant updates: Change contact information, password, or contact permission settings
  • Donor updates: Move a donation, change donor name and amount permission setting, issue duplicate or corrected tax receipt
  • Team updates: Add a new team member, remove a team member, move a team member, assign a new team captain

 

First, Search for a Record


Make Registrant Updates


Make Donor Updates


Make Team Updates

For more information on managing your supporters' information, click here!

 

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