Donors List View
Overview
The Donor List View can be adjusted, allowing each user to tailor how donor information is displayed to match their preferences.
The default donor list view displays five standard fields, in this order: Full Name, Family, Phone, Address, and Email. Learn how you can customize this view to suit your needs.
Top Bar tools
The Top bar of the donor list contains various tools to customize and manage your view. They are listed below in the order they appear, from left to right:
1. Search
The search field allows you to search using any data. The results will display all donors whose information contains the entered search terms.
2. Filter / Sort
Filter
Use the filter to quickly segment donors by various criteria.
Click the Filter button.
In the Filter card that appears, choose your filter(s):
Advanced Fields: Select one or more fields from the dropdown.
Account No.: Filter by donor account number.
Full Name / Full Name (Hebrew): Filter by English or Hebrew name.
Address: Filter by city and/or ZIP code.
Default Location: Filter by donor’s default praying location.
Phone / Email: Filter by phone number or email/domain.
Father / Father-in-Law: Filter by father’s or father-in-law’s name.
Status: Filter donors by Active or Inactive. By default, the list is filtered to Active donors.
Tags: Filter by tags.
Click Search to apply.
The Filter button shows how many filters are currently active.
To remove all filters, click the Filter button and select Clear All Filters.
Note: By default, the list shows only Active donors. If Clear all filters is selected, Inactive donors will also appear. The user should remember to reselect Active donors as needed.
Sort
To sort your list:
Click on the column title.
An arrow will appear next to the title.
Click the arrow to sort the column in either ascending or descending order.
3. Refresh
The Refresh button allows you to synchronize your DRM donor list with all other Donary devices. Any donor added via the Pocket Processor or mobile device will be updated on the DRM platform once you click Refresh. The DRM also displays the date and time of the last refresh, helping you stay up to date.
4. Total Panel
The Total Panel lets you view donation totals based on various selectable criteria.
By default, the panel is hidden. To see this panel, click on Show Total panel. 
Further explore the different parts of the panel here.
5. Fields
Show/Hide columns
• Select the Fields button, then check or uncheck the boxes next to each column name to display or conceal that column.
Change Order
• Drag and drop the names of the columns to rearrange the displayed column order.
6. Actions menu
The Actions menu is the last option in the top-right corner of the Donors view and is accessed via the three-dot icon. It provides several list-level actions, outlined below.
Import
The Import option allows you to upload donor data into the system. For more information, see the following articles: Import a Donor and Import a Token.
Export to Excel
To download your donor list as an Excel file, click Excel. The file will automatically download all currently displayed entries to your computer’s default Downloads folder.
If you need the export to include additional columns, be sure to add them to the view before clicking Excel. You can add more fields by clicking the Fields button.
Merge donors
The Merge option is used when two or more donor records belong to the same person and need to be combined into a single record. See more details here.
Save layout as default
Select Save Layout as Default to store your current view settings—such as filters, sorting, and layout preferences. The next time you open the Donors list, it will load with these saved settings applied automatically.
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