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How to change the name of a donor.
How to change the name of a donor.
Whit Hunter avatar
Written by Whit Hunter
Updated this week

Changing a name of a donor can be done in your admin dashboard. Please note: changing the name of a donor only updates their information in your dashboard/reporting, but does not affect the donor's account/record. They can change their name in their account here.

1. From the dashboard home page, click into the relevant campaign type. For this example, we will be accessing a Donation campaign, but you these steps are the same for any campaign type.

2. Click on Manage button the relevant campaign.
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3. On this page, find the report titled All Donations. Either scroll or search for the donor's name using the search bar at the top of the report. Click on the donor's name beneath the DONOR column of the report.

4. Click the edit icon next to the name in the donor's record.

5. Edit the elements of the donor's name that need to be updated by clicking and typing into the correct field. Click Update to save your changes.

You'll see the name of the donor updated when you revisit the report and the donor's record. (or when you refresh!)

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