Editing a Donor

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Editing a Donor

Once you have found a donor, you can edit their information (to fix spelling, change address etc.). Just click into any of the fields in the Donor Details area and start making changes.


You will notice that as soon as you start making changes to the donor, the Donor Details area expands downwards if necessary, so that you do not have to scroll it to enter all of the fields. The Donations area also disappears (though only if the Donor Details area would otherwise be overlapping it). This will change back when you finish editing the donor's information.


Just as when you are entering a new donor, press Enter or F10 to save the changes, or ESC if you wish to cancel your changes. (You can't do anything else in the program until you choose one of those two options to finish editing.)


See also Entering a New Donor for details on the various fields that you can edit, and for tricks and tips on editing them.


Donors in Different Years are Separate


Once you have multiple years of data in the program, each year's donor records are separate. Please see Changing Years in the Database to understand this more fully.


As a results of this, changes made in a given donor's record for one year, such as corrections to their name, will not be automatically made in any other year. If you want those changes to be present in multiple years, you can switch to the other year and re-do the changes.


However, if the change was only to one or more donors' postal addresses or email addresses, and you want those changes to also be present in another year, that can be done with the Database Copy Addresses menu option. Changes to any other fields must be made more manually.



This topic was last edited on Sep 15, 2022