Editing Gifts
Reasons why you may want to edit a gift:
| • | Assign all or a portion of a gift to a Special Ask Appeal |
| • | Identify a gift as a personal gift or not Available on Web |
| • | Change the date of a gift (for example, to move it to a different month for your tracking purposes) |
Editing Gifts
| 1. | Right-click on the gift you want to edit and select "Edit Gift". |
| 2. | Modify any of the information as desired (appeal, memo, personal gift, currency, available on web, etc.). |
Deleting Gifts
Times when you might want to manually delete a gift (among others):
| 1. | It was a personal gift that you decided you did not want to include with the contact’s other gifts. |
| 2. | You manually entered a gift that was later processed through your organization’s donation system but then posted to your TntConnect as another gift (a duplicate gift). |
Auto-delete gifts
When you manually add a gift before forwarding it to your organization, you receive the benefit of having TntConnect automatically create a Thank You task if one applies. If that gift is not processed within 30 days, TntConnect will alert you and attempt to delete the gift automatically.
This would indicate that either:
| 1. | The gift was already processed and posted to your TntConnect but for a different amount. In this case, you should check the donor's gift list to see if the gift is there and why it was duplicated. |
| 2. | The gift was not processed and may have been lost or credited to the wrong missionary. In either case, you should follow up with your organization. |
Read More
Downloading Gifts from the Web
Adding Single Gifts
Create and Use Special Gift Appeals
Manual Gift Entry Form
Dealing with Gifts Reference Guide