Sponsorships Table

The sponsorships table provides a comprehensive view of all active sponsorship relationships across your programs. This interface allows you to manage and monitor donor-recipient connections efficiently.

To navigate to the "Sponsorships Table" click "Sponsorships" under "CRM" on the main menu.

The sponsorships page includes several features for managing sponsorships.

Sponsorship Statistical Cards

These sponsorship statistical cards show the number or sponsored recipients over the total number of recipients in every sponsorship program.

Sponsorship Table Tools

These are the functions you can execute on the sponsorships table data.

1. Add Sponsorship

   Click the "Add Sponsorship" button to create a new donor-recipient relationship. More details about adding a sponsorship click here.
2. Views

   Views are used to rearrange the columns in the sponsorships table. This helps you to select the columns you want the table to show. To change the shown columns in the sponsorships table, click the "Views" button. This will open up a drawer for you to select the program from which you want to change the shown fields.

   

   After choosing the program, the drawer will show the fields from donor and recipients forms attached to the program for you to choose from. After selecting your preferred fields, give the view a name and click submit.

After submitting, the table will update and show the selected fields. After updating the columns, the view is saved in the "Saved Views" tab.

To use this view again simply click on the eye icon to update the table columns.

1. Export

   The export button allows you to export or download the sponsorships data shown in the table into a CSV file.

2. Program filter

   The program filter lists all the sponsorship programs you have in the system.

   

   Use this to filter the table to show sponsorships for a particular program.

3. Search sponsorships

   Use the search input to search for sponsorships using the donors or recipients details.

Sponsorships Table

The sponsorships table shows you a summary of the details of the sponsorships in each of your sponsorship programs.

The sponsorships table has an manage column with a recipient and donor buttons. The recipient button opens up a drawer with the recipients details. You can as well edit the recipient details from the same drawer. The donor button on the other hand open up a drawer with the donor details. From the donor drawer you can edit the donor details too.

The sponsorships table also has checkboxes on the left that reveal hidden functions you can perform on the sponsorships. You can select all the displayed sponsorships by checking the checkbox in the column headers row or you can select particular sponsorships by checking their individual checkboxes.

Clicking these checkboxes will reveal the "Bulk Edit" button that you can use to edit multiple fields of multiple sponsorships and the "Archive" button that you can use to archive a sponsorship.