How do I quickly add a new contributor?

How can I view or edit a contributors information directly from the contributor list?


Add a New Contributor

  1. At the bottom of the list of contributors on the Contribution screen, you will find the Add Contributor button.
  2. Click the button and then fill out the information for the contributor. See illustration below.
  3. Click the Save Contributor Info button to add the new contributor to your list.
Edit Contributor Dialog Box

Edit or View a Contributors Information

  1. On the contribution screen, find the contributor in the list. With your mouse, right click on the name of the contributor.
  2. A contributor information box will appear. You can edit the address, phone number and envelope number for the contributor. See illustration above.
  3. Click the Save Contributor Info button to save the changes.