There will be times when you will need to edit a supporter's record, to add a cell phone number, for example.
To edit a supporter record...
- Click the Supporters tab on the left side of the screen.
- In the Search field above the list of supporters toward the bottom of the screen, type the name of the supporter you wish to edit.
- Click Enter or press the magnifying glass to the right of that field. This will change the list of supporters to those who match your search criteria.
- Click once directly on the supporter's name or email address. The supporter details screen appears.
- Edit the supporter data you wish to modify.
- There are three buttons at the bottom of the screen that indicate what you can do next:
- Discard Changes—This option discards any new supporter you were attempting to add and returns you to the main Manage Your Supporters screen.
- Save this Supporter!—This option saves the record and stays on the page for continuing edits to this supporter.
- Save & Close—This option saves the record and closes the add screen, returning you to the main Manage Your Supporters screen.