Exploring the Supporter Related Tab

In this course, you’ll learn how to navigate the Related tab on a supporter record to view all key financial and engagement connections tied to that donor.

We’ll cover:

• Viewing related payments, including IDs, status, amounts, payment methods, and fees
• Accessing recurring plans and pledges, with the ability to edit, pause, or delete them
• Reviewing stored payment methods and managing primary or linked accounts
• Downloading individual tax documents for the supporter
• Exploring related fundraisers, event registrations, waivers, campaigns, checkout sessions, soft credits, canceled recurring plans, and archived payments

By the end, you’ll know how to use the Related tab to get a complete snapshot of a supporter’s financial history and engagement across your WeGive platform.