Individual Giver Accounts (An Overview)

Within your master list of Giver Accounts, you can view each individual account and view/manage that account's details.

To do this, simply click the View button on an account.

From here, you can see up to four different tabs where you can manage various details of the Giver's Account. Let's take a quick look at each one.

Transactions

Here, you can view any scheduled (one-time or recurring) gifts, along with a full history below of all donations. You can manage this section much in the same way as your Transactions Panel, complete with the ability to filter transactions and download reports for this individual Giver. Click here to learn more on how to do that.

Profile

Here, you'll be able to see all the personal profile details of the Giver. In this example, this is a digitally created account, meaning there are two sections in this Profile section. (In a manually created Giver Account, there is only one section containing the information an admin has manually inputted.) To learn more about how to add details to a digitally created account, click here.

Statements

Here, you'll be able to preview this Giver's annual giving statement. You can manage this section much in the same way as your overall Statements Panel. To learn more about individual Giver statements, click here.

Delete

This exists only within manually created accounts. (As you can see, the image below is for a different account than the previous examples in this guide.) This option allows you to effectively merge a manually created account with a digitally created account. To learn more about this option, click here. Note: when you type DELETE to confirm, be sure to type it in all capitals.