Info Tab

In this course, you’ll learn how to use the Info tab on a supporter record to view and manage key donor details.

We’ll cover:

Viewing supporter information like CRM ID, last sync date, emails, phone numbers, and addresses
Accessing custom question answers and custom field data
Adding tasks and notes to track donor interactions and reminders
Uploading files (such as images or PDFs) to the supporter record
Reviewing audit logs (internal changes) and integration logs (data syncing to your CRM)
Checking recent activity to stay up to date on supporter interactions

By the end, you’ll know how to use the Info tab to keep donor profiles complete, organized, and actionable for your team.