Select Page
< All Topics
Print

Create A Grouping

Go to Groupings > New/View/Refresh Criteria. When the window opens give the grouping a name (letters, numbers, and spaces only — no special characters), Click OPEN. Click the blue button on the right-hand side that says “choose/review criteria for current line” Choose the criteria you want. Note each line gathers a group of donors. Everyone […]

To access this content, you must purchase DonorCopia Basic or DonorCopia Basic (Annual).
Tags:
Table of Contents