View or Manage Giving Information for a CRM Record

1. From CRM search for the record from the top or from the “Filters” bar on the left.
2. Double-click the record you wish to work with.
3. When the record opens, click the “Giving” tab at the top. From here you can:

• • See all complete transactions the donor has made.
  • See all campaign designations the donor has made.
  • See and manage recurring gifts associated with the donor.
  • Add a new offline or online gift on behalf of the donor.
  • Export all donor gifts to CSV.
  • Search for gifts via a variety of custom filters.

Updated on: 13/04/2026