PSG Admin - G4 | Reports: How to match donors in Giving to Family Suite records 

How to match donors in Giving to Family Suite records 

  1. Select Reports → Canned Reports.
  2. Choose Unmatched ChMS Donors.
  3. Each person in the list will have an Action menu to the right. Choose Action → ConnectNow Match Donor.
  4. If Giving finds a match, you will see a potential match listed. Remember that you can match to a family or a member, and be careful to make sure you're matching the right one. 
  5. If you aren't seeing the right match, enter the first name, last name, and email address for the family as listed in Family Suite (you may need to look this up). Click Search Again
  6. If you enter the information correctly, the family name will come up. Click the radio button next to the name and click Match

 

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