Editing the "Recent Donor List"

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Hello,

We have a personal fundraising page user who needs to edit a listing. There is a typographical error in a name. Can I edit that as an admin or do they need to do that as a user? How is that done? Can a name be deleted if it was added twice accidentally?

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  • If you are referring to a recognition name in a donor scroll, you can edit it from the admin side as follows:

    1. Fundraising > Personal Fundraising > Select "Manage" for the campaign
    2. search for the champion > Select "View / Edit" next to the appropriate Champion
    3. Locate the gift donor in question under the Donation List > Select "View / Edit"
    4. Change the Recognition Name under step 3

    let me know if that doesn't address your question!

    Mark Becker

    Founding Partner

    Cathexis Partners

    mark@cathexispartners.com

  • I followed the instructions - the only problem is that I don't have a step three as you mention in number 4. I only have option 1 - Enter Donor Information and 2 - Configure Gift. I do not have the ability to change the display name which is where the problem is.

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