Donor Data Grid (Pledges)

Donor Data Grid (Pledges)

The Donor Data Grid provides a list of Profiles that have Donor records attached to them. You can use this data grid to verify that the Donor making a Pledge has a Donor record before you begin the Pledge entry process.

To find a Donor, click the arrow in the Search By drop-down box and select the field that you want to search by, and then enter the first few characters of the Donor’s information in the Find Record field. The Data Grid will automatically scroll down as you

enter each character. You can also click the Find Again or Find All buttons to jump to the next matching record in the list.

To open the selected record, make sure it is highlighted in the list and then either double-click on the record, or click the tab you want to view.

NOTE: You can configure the data grid to display any fields that are associated with Donors. Refer to Configuring View Settings in the Introduction for more information.

Donor Data Grid

NOTE: If you cannot find the Donor in this data grid, it is possible that a Profile record without a Donor record exists. To check this possibility, select Inquiries > Profile Text Search to search for any word or phrase that identifies the Donor.