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.
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