Add and Edit Supporters

From Support - DLCC Web

Return to your Supporter Management Tab

Adding and Editing Supporters

The first section of the Supporter Management tab allows you to add, find, and edit individual supporters (to add supporters in groups, see the writeup on Importing Supporters). To add a new supporter, click the Supporter Management tab to reveal the sub-navigation menu, then click "Manage Supporters" in the left side of the sub-navigation to reveal the drop down menu. Select "Add Supporter" from the menu:

The Add Supporter link will take you to a page with a form which can be used to enter information about the new supporter.

Once you've entered the information you have about the supporter, click the blue "Save" button at the bottom of the page to create a supporter record:

When the record is created, your screen will reload, and you'll have access to a full range of information about your supporter

At the top of the page, the supporter's name and email address are displayed. To delete the supporter from within the Edit Supporter interface, click the "delete supporter record" link underneath their name.

The contact summary gives a quick heads-up view of the information necessary to get in touch with the supporter:

At the bottom of the page, you'll see the donation and activity summaries, which give a listing of the actions the supporter has taken, and the donations they've made through the Salsa DLCC Web system or that you have entered into the system:

The Source Summary in the top right hand corner of the page shows the URL or filename the supporter came from, as well as when they were created in the system, and any external ID which may have been put into their record to represent them in an offline database (this is the UID field, found in the extended listing of supporter fields).

Return to your Supporter Management Tab