Marking a Constituent as a Donor

To mark a constituent as a donor:

1.    From the Personify main toolbar, select Donors / Prospects > Donor360®.
The Donor and Prospect Maintenance search screen displays, as shown below.

2.    Search for a constituent or access the Identify an Employee to search for an employee.

3.    Select the appropriate constituent or employee and click Mark Constituent as Donor.
The constituent opens on the Donor and Prospect Maintenance screen, as shown below.

4.    Click Save.