Searching for Donors and Donations in the CRM
When you hover over the CRM option in the left side panel, you can easily access your list of Donors, or a list of Donations.
Viewing and Searching Donors
When you chose the Donor Search option, you can look at a list of donors. You can choose which columns to show or hide. You can also sort by any column simply by clicking the column heading.
You can also do a quick simple search to lookup a donor by their name to find a specific donor you're looking for.
Viewing and Searching Donations
When you choose the "Donation Search" option, you can view and search for specific donations in the CRM as well!
- First, search by the date range of donations you want to see.
- Next, similar to viewing donors, you can choose which columns you want to show in your results.
- You can then view the donations on screen, or export your results to a .csv or .xlsx file.
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