Donor profiles are created when givers engage with your giving platform either through giving or event registration. If you need to view a specific profile, here is how to find it.
- Navigate to your manager portal. Click on the Donors tab in the menu on the left.
- Search for a giver using the Search Box in the upper right corner.
- Once you’ve found the giver, click 3-dot ellipsis icon to the far right of the row and select View Donor Details from the dropdown menu.
This will open giver’s profile, from which you can view the giver’s giving history, recurring gift schedule, payment profile info, and ChMS profile if applicable. From here, you can also View/Edit Payment Profiles.