Searching for a donor/purchaser

Step 1 Click on the Relationships Tab

Step 2 Select the Donor/Purchaser Tab

• Beside Constituent Type, choose the donor/purchaser tab
• Beside First/Organization Name, type the first name of the individual you want to search for or the name of the organization you want to search for.
• Beside Last Name, if you are searching for an individual, type the last name. (Leave this blank if you are searching for an organization.)
• If you want to search by ID number, type it beside Constituent ID.
• If you want to search by email address, type all or part of it beside Email Address.
• Beside Event, click the arrow and choose a particular event OR choose All events.
• If you want to search by tax receipt number, type all or part of it beside Tax Receipt. 
• If you want to return failed payments, check the box.

Step 3 Click on the constituent you are searching for

If the constituent you want appears in the list, click the name. Otherwise, you can search again.