Getting Your Donor Information
Getting the information on your donors for finance
Bryan
Last Update 4 ani în urmă
By using PoliEngine's donation processing software, you're able to track and disclose all of the information you need for public records. The steps are simple, here's how you do it:
To begin, click the Contacts tab at the top
From here you'll see the "Contacts" page. Click Messages or the second turquoise circle down on your left, signified by the 1 in the screenshot below.
2.) Select which form you would like to download from, or download all of submissions for all of your forms here.
3.) This is the download button, which will download all of the form information for what is selected into a .csv file that you can save and edit at your leisure.