PSG Admin - Donors: About the Donor's section of ParishSOFT Giving for the Administrator

About the Donor's section of ParishSOFT Giving for the Administrator

The Donor's section in ParishSOFT Giving is where all the Donor Profiles and Accounts can be found, edited, or added.

  1. To get to the Donors page click Donors on the left side Navigator Bar.
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  2. You'll be brought to the Donor Profile List.
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  3. From the Donor's page, you may do the following:
    • See your current list of All Donors
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    • View Donor Profile Details: Giving History, Payment profiles, scheduled gifts, ChMS Profile Matches and more.  To do this, click the Action button, and then View Donor Details.
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    • Add New Donors (Donor Created Account and Manager Created Account for Donor)
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    • View New Donors
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    • Merge Donors (How to Merge Donors In ParishSOFT Giving)
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    • Generate Email Only Contribution Statements for your Donors 
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    • Edit the Email Template used for Email Only Contribution Statements for your Donors.
      2020-03-06_16-29-47.jpg
    • Search for Donors (First and Last Name, or First name or Last Name, as well as filter by Campus if your Organization has that option enabled).
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    • Export Donor List into a CSV file.
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How to merge multiple donor profiles

 

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