Gift Administration
How-to guides and troubleshooting for Gift Administration.
- Update Constituent ID is a lookup, not a free-text gift field
- Staff notes do not automatically copy to recurring installments
- Recognize a gift on another campaign without moving its payment
- Open actual gift notifications and review gift-edit controls
- Resolve Gifts to Review and distinguish skipped exports from refunds
- Joint donor edit fields can be hidden by form configuration
- Moving a gift does not choose an incentive or send a receipt
- Move a gift and understand the destination list
- Correct public anonymity
- Correct an In Honor Of or custom tribute response
- Destination missing from Move Gift
- Edit gift details, add notes, and move a gift between campaigns