To upload a constituent’s DonorSearch profile...
- Open their record, and choose the DonorSearch node in the Constituent Explorer list.
- Click the View DonorSearch in a Web Browser button. You must do this first in order to upload the information from DonorSearch, into DonorPro.
- Once the report opens in the browser, go back to DonorPro and click the Retrieve DonorSearch Information button.