Using the Supporter Actions Dropdown

In this course, you’ll learn how to use the Actions dropdown on a supporter record to perform key tasks and manage donor details.

We’ll cover:

• Editing supporter details like contact info, addresses, and custom fields
• Recording offline donations and charging donors directly
• Adding new payment methods linked to supporter logins
• Applying tags and managing donor portal logins
• Creating pledges and manually charging pledge installments
• Uploading related files (like images or PDFs)
• Merging duplicate supporters — with important tips to protect CRM integrations
• Viewing supporter KPIs for a snapshot of donor activity and performance

By the end, you’ll know how to effectively manage supporters, handle gifts, and maintain clean, connected records across your WeGive system.