View and Manage Donors

The PhoneRaise mobile app provides a top-level view of your assigned donors' information. View and edit each donor's contact details, upcoming Touchpoints, completed Activities, and notes from the Contacts tab in the mobile app.

To connect with donors in the PhoneRaise mobile app, refer to either the Instantly Engage with Donors or Connect and Complete Touchpoints articles. 

Update and view all the donor details in your organization's records directly from the PhoneRaise mobile app.

To view and edit donor details

1. Log into the PhoneRaise mobile app.
   
   
2. Tap the CONTACTS tab to view your assigned donors' contact cards.
   
   
3. Tap on a donor contact card to view additional details.

4. Tap the pencil icon on any contact details section to edit the information.

New donor contacts can be added directly on the Contacts tab of the PhoneRaise mobile app.

1. From the Contacts tab, tap the plus icon.

2. Tap CONTACT.

3. Fill out the donor contact fields.

4. Tap DONE.

Update and view Touchpoints right from the donor's details page in the PhoneRaise mobile app.

1. From the donor details tab, tap TPOINTS.

2. Tap on the donor's Touchpoint.

3. The Touchpoint edit screen appears. Update the Touchpoint, and tap DONE. 

Update and view each donor's completed Activities from the donor's details page in the PhoneRaise mobile app.

1. From the donor details tab, tap ACTIVITY.

2. Tap on the donor's completed Activity.

3. The Activity edit screen appears. Update the Activity, and tap DONE.

Donor notes can be viewed and updated from the donor's details page in the PhoneRaise mobile app.

1. From the donor details tab, tap NOTES.

2. Tap on the donor note you wish to edit.

3. The Notes edit screen appears. Update the note, and tap DONE.