This article walks through how you can update a donor's company name on the donations table
Updating company names in bulk
Within your 360MatchPro account portal, you have the ability to change a company name for a donation record. A donor may reach out to you via email and say their company has changed, so you have the ability to manually change a company name.
How to update a company name
Navigate to the Donations tab, go to the specific donation record by searching for the donation record, and click on the company name of that donation record. Click on the pencil icon next to the company name.
When you click on the icon, a small pop-up box will appear. Click on "Select a different company."
You can start typing the name of the company with a matching gift program/ volunteer grant program within our database. Select the company and click "Update." Now the company name will change.
To completely remove a company name, select the pencil icon, select "Select a different company," leave the search field blank, and select "Update":
You can only completely remove a company name when the donor entered text is "none." If a donor entered text, you cannot remove it unless you associate their record with a company in the Double the Donation database. Donor-entered text is retained for record-keeping purposes.
Updating company names in bulk
There are two ways to update company names in bulk in 360MatchPro:
- From the Donations table using the Edit button: Allows you to select multiple donation records and update the records to have the same company name.
- Using the CSV import: Allows you to update multiple donation records with different company names. View this article for more information.
To update company names using the Edit button, navigate to Donations --> Select the records you'd like to update --> Select Edit.
A window will pop up with the option to update the selected records so that they all have the same company name.
Enter the name of the company and then select Update:
The selected records will then be updated to reflect the new company name:
Updating the company name will not automatically update the donor's status or trigger emails to be sent to the donors. The donor statuses will need to be manually updated and the emails will need to be manually sent. View this article to learn how to update the donor statuses and view this article to learn how to send manual outreach.