Recipient Tab: Explained

On the Recipient tab, you can review details about the Funds in your Impact database. 

  • Sort by any of the columns or export the full list as an XLSX or CSV

  • Note: you can create a new Recipient and add an Impact statement, however you can only attach a recipient to a fund through the import template. 

Click into the Recipient to find Recipient details (Major, Class Year, Hometown, etc.)

On this page, you can edit the Recipient Details or mark a Recipient as "Inactive" by clicking on the 3 dots to the right of "edit details"

Impacts

This tab will show any Recipient Lists or Impact statements that the Recipient is tied to. 

By clicking the arrow, the Impact statement will drop down so you see the details.

By clicking "Edit Impact", you can edit the Impact text or add or adjust a Recipient's picture.

Was this article helpful?

Reply

null

Content aside

  • 3 wk agoLast active
  • 5Views
  • 1 Following