Edit Contact

1. For updating any detail, click on the Edit Icon and make the necessary changes. Then click on Save.

• Related Articles

• Edit the campaign- CSR

  Editing the campaign is similar to the way of edit other types of campaign except that 'the changes' should be approved by the empaneled CSR 1. Go the Side menu --> CSR --> Dashboard . 2. Pick the campaign which has to be edited and click on it. 3. ...

• Add Contact

  1. From the side menu, go to Contacts - All Contacts. Click on Add New. 2. Fill in the details of the individual user - Donor, Volunteer or Member. Click on Save.

• Import Contacts

  You can import all the existing contacts of your Non-Profit to your account. Download the import file format by clicking on Click here link. Fill out all the details and upload the same file. View All Contacts/Edit/Add individual contacts can be done ...

• Update Non-Profit Settings

  Click on Non-Profit Profile → Settings. You can change your Preferred Currency, Timezone, and Password in the Non-Profit Profile Settings page. 1.Change Preferred Currency and Time Zone a. Go to Non-Profit Profile → Settings and click on Edit. b. ...

• Campaign Updation- Volunteer

  Created campaigns can be edited at anytime. To update campaign, follow below steps : 1. Go to Volunteer Campaigns 2. Click on campaign. Click on Edit 3. By default 'Detail Campaign' will be selected. Follow similar steps of 'Campaign creation' to ...