1. | Open the record of the constituent with the information to edit. For information about how to open a constituent record, see Constituent Search. |
2. | Select the Personal info tab. Then click Personal. |
3. | Under Personal information, click Edit on the action bar. The Edit personal information screen appears. |
Tip: To access the Edit personal information screen, you can also click the picture on the constituent record and click Edit.
4. | Edit the information as necessary. If the constituent requests to donate anonymously, select Gives anonymously. |
5. | To add an image for the constituent: |
a. | In the Image field, click Choose file. The Open screen appears. |
b. | Browse to and select the image file to use with the constituent. |
c. | Click Open. You return to the Edit personal information screen. In the Image field, the selected image appears. |
To remove the image selected for a constituent, click Clear file.
6. | Click Save. You return to the Personal tab. |