Making a Donation for a Member


Making a Donation for a Member

1. Make sure you are logged in as yourself (with administrative rights).

2. Click on the name of the Donation campaign you want to edit.

3. Click Data Entry Mode.

4. You will see  (with your name showing) at the top of the window. Click Find Member Record.

5. Enter the name of the member or Constituent ID you need to search for and click .  A list of members who fit your search criteria will be displayed.

6. Click    to select the member.

7. You are now viewing the Donation as that member (even though you are still logged in as yourself).

8. Complete the Donation for the member by entering the necessary information into the form.  You will be able to send confirmation emails as well.

9. To move back to viewing as yourself, click  in the upper right corner of the window.  Click Exit editing this member.

10. If you are still in Data Entry Mode and need to edit the Donation Form, click the Build Form Mode button.

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