Viewing Contributor Details
KBA-02245-P1W2V5
Purpose & Scope
Viewing Contributor Details
Procedure
Contributor Details allow you to see a household or organization and its related contributions/receipts. You can see, edit or add pledges, scheduled giving, and bank account information directly from the Contributor Details section. To view an individual's contributor details, follow these steps:
 
  1. Click Giving > Contributions > Contributor Details
  2. Choose whether searching for individual or organization
  3. Search for individual/organization
  4. Select correct individual

For more information on the Contributor Details, see one of the following:
 
Additional Comments