How do I edit a donor’s profile / donor settings in Campaign Management?

At the Company Level:

1. Select the Companies node in the CM navigation tree.
2. Select the “Donors” option from the navigation tree.
3. Search for the donor you wish to edit and click the green person icon on the right side of the donor’s name.
4. Make desired changes.
5. Click the “Save/Update” link.
6. Click the Settings tab at the top of the page.
7. Make any additional changes and click the “Save/Update” link.

At the Campaign Level:

1. Select the Campaigns node in the CM navigation tree.
2. Select the “Donors” option from the navigation tree.
3. Search for the donor you wish to edit and click the green person icon on the right side of the donor’s name.
4. Make desired changes.
5. Click the “Save/Update” link.
6. Click the Settings tab at the top of the page.
7. Make any additional changes and click the “Save/Update” link.