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Edit/Delete Gifts


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Edit/Delete Gifts

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Editing Gifts

Reasons why you may want to edit a gift:

Assign all or a portion of a gift to a Special Ask Appeal
Add a memo to the gift
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

Comments on this Help Topic

Jon Pagel wrote re: Edit/Delete Gifts
on 25 Nov 2014 9:31 PM

Is there a way to change a gift to another person? When I download my gifts, one of my contacts gift's are being imported into another contact. Any way to change this?

Nate Patrick wrote re: Edit/Delete Gifts
on 2 Dec 2014 9:47 PM

I second your question Jon, this happened to me as well where a pastor at our church submitted the gift with his name instead of the church, but with the churches address, etc, but instead of counting the gift toward the church it went into the pastor's contact.  Any way to change this without doing it manually?

Bob Mac Leod wrote re: Edit/Delete Gifts
on 10 Dec 2014 5:16 PM

Nate... Technically, the *best* solution to your specific issue is to have your organization correct the gift itself so that it is credited to the church and not the pastor. Then when you download again, TntMPD will automatically correct the gift. (You may have to reset the start date on the download calendar to before the original gift date to catch that adjustment.)

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