How do I change a Donation Coordinator profile?
Each donation appeal form must be associated with a coordinator. When setting up your Canadian eTax Receipts, you must also select a donation coordinator.
You can change the donation coordinator profile as follows:
- Click the Donations tab to view the Main Menu of this service.
- From the Coordinators section, choose Manage Coordinators.
- Choose a coordinator record to be changed and click Change. The profile details are shown.
- Change information in the appropriate fields.
- Click Save.
- Next, select the coordinator in the setup of your donation appeal form, or your Canadian eTax Receipts setup.
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