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  1. Go to: People >> Donors >> Add a Donor.
  2. Check the box at the top if you are creating a profile for someone that won’t be logging on. In this case, the username will be generated based on the email or first/last name you enter for them. A random password will also be assigned.
  3. Fill in the fields in the “Contact Information” section. Mandatory fields are indicated with a flag.
  4. In the “Settings” section, compose a personal message to the Donor. This will be displayed to the Donor on their home page.
  5. In the Donor module area, select the Donor’s status from the drop-list and enter the date the Donor joined.
  6. Click the [Save] button.
  7. Go to the Custom Fields tab and update the information for this profile, click [Save].
  8. Return to the Donor’s profile at any time to update or edit information.

You can always come back to a Donor profile and edit information about the Donor.  The easiest way to do this is to type their name in the “Quick Search” field in the top right-hand corner of your screen.

  1. Type the Donor’s name in the Quick Search bar near the top of the screen on the right-hand side.
  2. Click on the Donor’s name from the list that appears.
  3. Click on the applicable tab.
  4. Update the information.

5. Click the [Save] button.