Merge Countersignature Endorsement with airSlate SignNow

Merge countersignature endorsement

[Music] as an organization you know that every donor matters and the more donors you have the better but as your donor base increases you may find yourself needing to maintain your records a donor might make multiple donations under different email addresses and you'll need to consolidate them into one place perhaps data was entered incorrectly and multiple records were created either way not to worry donorbox has you covered we have a way for you to merge multiple donor records into one this is a really useful feature to ensure you have a clean well-maintained database of your supporters especially during tax season here's how it works the first step is to login to your donorbox account and head over to your donors page click the main donor profile that will absorb the other donor profile this will be the main record you'll be left with after the merging process go to the tab marked merged records and hit the orange button labeled merge donors next enter the email address of the donor you want to merge into this main donor profile then you can update fields from the duplicate record so that you have the most accurate updated data once you're satisfied with all the changes click the merge button and you're done you'll be taken back to the main donor profile with all your newly updated info and a handy history of which records you merged into this one and that's it your duplicate donor records are now combined into a single profile and managing your donor database just became one step easier happy fundraising [Music] donorbox helping you help others you