Some members of your church may be missing contact details and a this can easily become apparent when sending Tax Statements. Because of that,'s new Tax Statements tool makes it very easy to update contact information for a given member.

The first step is to view the donors within a generated tax statements batch:

From the donor list, you can either scroll to the donor you are looking for, or you can use the filter options above the donor list to filter by name or email. Once you find the donor you want to update, select the arrow button on the rights side:

Selecting the arrow button will open a pane on the right side of the screen containing contact information for the donor. From here you can update details like Email Address and Phone Number:

Once updated, the change will be reflected across products.

For a full breakdown, please watch the following video:

Note: The ability to edit a phone number has been temporarily disabled

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