Folder allows you to keep selected pledges in a folder, so that you can check the set of pledges over and over again in the future. It is very convenient tool for all access levels.
To create a folder:
- Open Donor Manager and filter the data to be added to a folder.
- Click on the folder icon at the top of the filters drop down.
- Add the name of the folder or click the name of the existing folder (to highlight the name)
- Press 'Save Changes'.
A new folder is created under File Manager > Folders. To see the folder that you have just created, open the side bar and check under Folders.
Tip: When you select the name of an existing folder instead of giving a new folder name, the contents of the existing folder is overwritten.