Managing Donors and their Donations

Update a donor's address, add a new donation, edit a payment method and more!

How to Add a Brand New Donor through CDM+

How to Add a New Donation for an Existing Donor

How to Edit a Donor's Recurring Donation

How to Cancel a Recurring Donation

How to Issue a Refund

How to Enter a Cash, Check, or In-Kind Donation

How to Update a Donor's Profile

How to Create an Engage Account for a Donor

How to Add a New Payment Method for a Donor

How to Edit a Payment Method for a Donor

How to Delete a Payment Method

How to Turn Off the Process Pending Donations Queue

How to Turn On the Process Pending Donation Queue

Merging Duplicate Donor Records in Essentials

Merging Donors Video

How to Add an Email for a Donor Record

How to use the Email Statement Checkbox on a Donor's Record

How to See Expiring Cards

How to use the Donation Records Window

How to Print a Receipt from Search Transactions

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