Managing Members (Donor Records)

A Member is your donor record. It's everyone who’s given through your eCatholic Payments donation form, along with their contact details, recurring gifts, and giving activity.

Viewing the Members List

Go to Members in your eCatholic Payments admin console.

Each row shows:

• Name, with an avatar showing the member's initials
• Email
• Last Activity: the date of their most recent gift

Use the arrows next to the result count to page through your full list of members, or use the Search at the top to find a particular member (search by any ONE of the following: First name, Last name, Email).

Opening a Member's Record

Select any row to open that member's full record.

Contact Info at the top shows the member's name, email, phone, and Member ID, along with an Edit button.

Scheduled Payments lists each active recurring gift as its own card, showing:

• Status, such as Active
• Amount and frequency, for example $18.18 / Weekly
• The fund the gift supports
• Next Charge: the date of the next scheduled payment
• Fees Covered: whether the member chose to cover the processing fee

Latest Activity lists the member's past orders, with the order date, amount, frequency, and status for each. Select any row to see that order's full details. See Viewing Orders and Order Details.

Editing a Member

To update a member's record, open it and select Edit next to their name. Use this to fill in or correct the details your parish keeps on file.

Where the details come from

Some information on a member's record comes from their gifts, and some you supply yourself:

• From the donor's gifts: name and email, which are captured when the donor gives. Gift activity (scheduled payments, orders, and last activity) also builds up automatically.
• Supplied by you: phone and Member ID. These start out blank, and you can add them to match your own parish records.