Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down

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Maintenance > Site Setup > DonorSnap Site Lookups.

Customize the options (the “Lookups”) under the drop-downs that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc.

Add new lookups, delete unused options, Inactivate options that you’re no longer using.

Change Sort Order. By default lookups will be listed in alpha-numeric order, however you can reorder them as needed.

To merge lookups together, use the Change all records from one description to another button.

Merge Lookups

Last Updated On July 25, 2018