Change a Donor*

Written by Dana Kinsey

Last published at: May 1st, 2019

If you find a donation was attributed to the wrong donor, you can change the donor.

  • Go to Donations
  • Select the Donation in question by choosing the Donation ID number (eg. 3717)
  • Look for and select the Change Donor button on the left side of your screen

  • Start typing in the Donor name in the New Donor text box, a drop-down with names - a list of possible matches will appear, select the one you wish and it will be changed in the system

The donation will now be attributed to the new Donor and the system will bring forward the new donors address. 

To see if the donor was changed, when and by whom, select Log on the left side of the screen.