Searching for Donors and Donations in the CRM

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!
  1. First, search by the date range of donations you want to see.
  2. Next, similar to viewing donors, you can choose which columns you want to show in your results.
  3. You can then view the donations on screen, or export your results to a .csv or .xlsx file.