Updating a Contributor/Donor or Payee

 

• Perform one of the following:

 

To...	Then...
Modify a Contributor/Donor...	Click the contributions/donations tab. If the Contributions/Donations tab isn't visible in the menu bar, perform the steps for Viewing a Candidate or Committee.   The Contribution/Donor Administration page is displayed.   Click the update a contributor/donor link.   The Contributor/Donor/Payee Update page is displayed with only Contributor/Donor fields visible.
Modify a Payee...	Click the expenditures tab. If the Expenditures tab isn't visible in the menu bar, perform the steps for Viewing a Candidate or Committee.   The Expenditure Administration page is displayed.   Click the update a payee link.   The Contributor/Donor/Payee Update page is displayed with only Payee fields visible.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Perform the following:

 

1. 1. Select the type of Contributor/Donor from the contributor/donor type drop-down list box.

 

• 2. Enter search criteria into one or more fields. To narrow your search, enter information into as many fields as possible.
     
     The system includes in the search results all names that start with the characters you specify. For example, if you type smith in the last name field, the search results will include both Smith and Smithers.
     
     In addition, you can use the "%" character anywhere in your search criteria to expand your search results. For example, if you type "%smith" in the last name field, the search results will include all last names that contain Smith, such as Smithson or Vansmith.  If you type "s%mith" in the last name field, the search results will include all last names that start with "s" and include "mith", such as Sutmith.

 

• 3. Click the search button.

 

If...	Then...
One or more records match the search criteria...	The search results are displayed in the Search Results data grid. If the search results exceed the page's display limit, you can click a page number at the bottom of the grid to view additional results.
If no records match the specified search criteria...	The system displays a message indicating no matching records were found.   Click the clear button to clear the search criteria and perform another search.

 

2. In the Search Results section, click the link in the Contributor/Donor/Payee Name column for the Contributor/Donor you want to modify.

 

The Contributor/Donor fields are displayed in update mode. The fields displayed depend on the Contributor/Donor type selected. For example Employer and Occupation are displayed for a Contributor/Donor type of individual but not for business.

 

3. Modify the information as necessary.

 

4. Click the update button to save your changes. To close the page without saving your changes, click the cancel button.

 

Note: Required fields are indicated by an asterisk * to the right of the label and must be completed.

 

1. Perform the following:

 

• 1. Select the type of Payee from the payee type drop-down list box.

 

1. 2. Enter search criteria into one or more fields. To narrow your search, enter information into as many fields as possible. For example, to limit the search to a specific date range, type the dates in the search dates from and through fields. To limit the search to a specific disbursement type, select the type from the disbursement type drop-down list.
      
      You can also click the advanced search link to access additional search fields.
      
      The system includes in the search results all names that start with the characters you specify. For example, if you type smith in the last name field, the search results will include both Smith and Smithers.
      
      In addition, you can use the "%" character anywhere in your search criteria to expand your search results. For example, if you type "%smith" in the last name field, the search results will include all last names that contain Smith, such as Smithson or Vansmith.  If you type "s%mith" in the last name field, the search results will include all last names that start with "s" and include "mith", such as Sutmith.

 

1. 3. Click the search button.

 

If...	Then...
One or more records match the search criteria...	The search results are displayed in the Search Results data grid. If the search results exceed the page's display limit, you can click a page number at the bottom of the grid to view additional results.
If no records match the specified search criteria...	The system displays a message indicating no matching records were found.   Click the clear button to clear the search criteria and perform another search.

 

2. In the Search Results section, click the link in the Name column for the Payee you want to modify.

 

The Payee fields are displayed in update mode. The fields displayed depend on the Payee type selected.

 

3. Modify the information as necessary.

 

4. Click the update button to save your changes. To close the page without saving your changes, click the cancel button.