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Edit Donor Activity

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Option 1: Click Expand button at the beginning of the row. Option 2: Click the three dots (⋯) in the Action column and select “Edit” from the dropdown menu. The editor will open in a side panel on the right-hand side of your screen. 🔒 Deletion Restrictions

You can edit a donor’s activity directly within the Activity Log using two different methods. Both will open the editor in a side panel, making it easy to review and update details efficiently.

Option 1: Click Expand button at the beginning of the row.

a. Note: Button only displays when hovering over row.

The editor will open in a side panel on the right-hand side of your screen.

🔒 Deletion Restrictions

Payments processed through See MyLegacy cannot be deleted. This restriction helps ensure the accuracy and integrity of financial records.

revise giving
modify contributor

Option 1: Click Expand button at the beginning of the row.

Option 2: Click the three dots (⋯) in the Action column and select “Edit” from the dropdown menu.

The editor will open in a side panel on the right-hand side of your screen.

🔒 Deletion Restrictions

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