You may find that some Donor Profiles are editable while others are locked. This depends on how each account was set up and whether the donor has verified their information.
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✏️ Editable Profiles | 🔒 Locked Profiles
✏️ Editable Profiles
Look for Donor profiles marked with a “Created” tag. They are linked exclusively to Manual Cash gifts (e.g., physical cash or checks). 💵
- 📁 These profiles were added to your Dashboard for recordkeeping purposes and are currently not accessible by donors themselves. This means your team can update their contact information directly.
- 🔗 Why Can’t I Access My Donor Profile if I Only Donate by Cash or Check?
What You Can Edit
When viewing a specific Donor Profile, simply click the pencil icon (✏️) in the top-right corner to make edits.
- 👤 First and Last Name
- 📧 Email Address
- 📞 Phone Number
- 🏡 Mailing Address
What If I'm Missing Information?
To save your changes, all fields must be completed. ✅
If you’re missing one or more pieces of information, you can either:
- 🆕 Create a new Donor Profile, and our team can consolidate the donor's giving history.
- 🧩 Use a placeholder email address. (We recommend using the following format:
donorfirstname.donorlastname@[yourchurchURL].)- For example: John.Doe@theoverflowfoundation.org
- This helps ensure each Donor Profile stays unique and can be easily updated with the donor’s actual email in the future.
🔒 Locked Profiles
If a donor has verified their contact information, either by donating through Overflow or by importing their giving history, you will not be able to edit their Donor Profile on their behalf. ⛔️
- 💳 This is because verified accounts are often linked to sensitive information like saved payment methods.
- 🔑 Locking this data helps ensure donors maintain secure access to their accounts.
- 🖥️ If any updates are needed, the donor can log into their Donor Profile to make the changes themselves. (🔗 Navigating Your Donor Profile)
- 💬 Our Support team is happy to guide donors through this process as well!