✏️ Editing a Donor

To edit a donor’s details, simply click on the donor’s name from the Donors View.

This dialog box will pop-up

🧾 What You'll See

The donor’s dialog has two main sections:

• Left Panel: All donor fields (e.g. name, address, tags, notes)
• Right Panel: A list of all donations recorded for that donor

You can update any of the donor’s details and click Save (bottom right) to apply the changes and close the dialog.

📌 Additional Features

• Pledges Section

  If you’ve enabled Pledges under Organization > Preferences, a Pledges section will appear below the donations section in the donor view.

• Deleting a Donor

  • You can delete a donor only if they have no donations or receipts.
  • If eligible, a red “Delete donor” link will appear at the bottom left of the dialog.
  • Donors with pledges but no donations or receipts can be deleted—their pledges will be deleted automatically.