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.). |
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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.
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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