Understanding the Supporter Table

In this course, you’ll learn how to navigate and use the Supporter Table to manage donor records and engagement details.

We’ll cover:

• Viewing supporter info, including CRM ID, sync status, emails, phone numbers, and addresses
• Accessing and managing custom field and custom question answers
• Adding tasks and notes to track follow-ups and donor details
• Uploading related files (like images or PDFs) to supporter records
• Reviewing audit logs (internal changes) and integration logs (CRM sync activity)
• Seeing recent supporter activity to stay updated on their interactions

By the end, you’ll know how to effectively manage supporter profiles, keep track of key details, and maintain a complete donor history for better engagement and stewardship.