Step 1: Navigate to Your Admin Dashboard
If your home page is not your Admin Dashboard, click on the drop down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of your organization you’d like to access.
Step 2: Navigate to Your Donations Table
Click on “Reports” while in your Admin Dashboard to be taken to your organization’s donation records and information.
Step 3: Edit the Donation
From the "Reports" page, you'll see a small pencil icon on the row for the donation you wish to edit.
Note: You cannot edit offline donations that were generated from a match.
You will now see a page where you can edit the Display Name, the Donor's Message, and add attributes to individual campaigns, fundraisers or teams or make the donation amount or donor anonymous.
After you finish editing the donation form, click on the blue "Save" button at the bottom left to save your changes. Your donor's display information will be updated automatically!
Note: If you have any questions, feel free to reach out to our customer success team via the blue chat bubble on the bottom right of the screen, or send us an email at firstname.lastname@example.org.