How do I review and edit an existing donation in Campaign Management?

Donations can be reviewed and/or edited via the Campaign or Company level of Campaign Management. Take the steps below to review/edit a donation.

From the Company Donor Record:

1. Expand the Companies level in the navigation tree.
2. Search for and expand the company.
3. Select the Donors node and the Donor List will be displayed.
4. Search for and select the donor you are looking for by clicking the dollar icon.
5. Select the dollar icon for the donation you wish to edit in the Donations List.
6. Make desired changes to the donation amount or designation, and click the “Save/Update” link.

From the Campaign Donor Record:

1. Expand the Campaigns level in the navigation tree.
2. Search for and expand the campaign.
3. Select the Donors node and the Donor List will be displayed.
4. Search for and select the donor you are looking for by clicking the dollar icon.
5. Select the dollar icon for the donation you wish to edit in the Donations List.
6. Make desired changes to the donation amount or designation, and click the “Save/Update” link.