Once a fiscal donation is entered in Argenta users can view the details of the donation on the record’s detail screen. In this space users can make any necessary changes to the donation, add files, add notes and/or list any team members involved in the donation solicitation process.
To edit a fiscal donation go to Donations an Grants > Fiscal Donations on the left hand side of the the Argenta dashboard.
This will open the compete listing of your organizations fiscal donations. From here you will search or scroll to find the donation you wish to edit. Once found select the open button
to view/update the donation details.
Edit the details as needed. Once you have completed the editing you will select "Save All Changes & Exit." This will save your edits and return you to the complete listing of your organizations fiscal donations.