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How to Edit the Contact Associated with Donations: https://help.pm.leapevent.tech/a/1649352
Sometimes when a Donation comes in, the Donation may be qualified to one Contact or Account when it should really be under another.
For example, John Stewart may make a Donation that was mistakenly qualified and connected to their personal Contact and Account record, when it really should've been connected to their business Contact under the Green Lantern Corps Account.
In situations like this, you can edit the Contact and Account associated with the Donation without needing to refund the whole thing! In this article, we'll walk you through how to make that adjustment.
1. Head to the Donation you need to adjust
The easiest way to do this will probably be from the Related List on the donor's Contact record.
2. Click Edit
3. Remove the Contact and Account from the Donation
4. Use the lookup to find the correct Contact and Account
The lookups will look like this:
5. Save your changes
6. Click into the Contact Roles Related List
Now that we've updated the Contact and Account record associated with the Donation itself, it's time to fully untangle this Donation record from the old Contact and Account it was related to.
7. Click Add Contact Roles
8. Find and select the new Contact you set as the Donor
9. Click Next
10. Click into the Role field and select Donor
11. Click Save
12. Click Edit Contact Roles
13. Clear out the Primary Contact
14. Select the new Contact you set as the Contact for the Primary Contact, then Save
15. Delete the Contact Role for the older Contact set on the Donation (optional)
If you'd like to completely disassociate this Donation from the Contact and Account that were originally tied to it, you can delete the Contact Role for the Contact that was previously set on the Donation.
Alternatively, if you'd still like to give that Contact some sort of credit for the Donation, you can do so by making them a soft creditor or a solicitor.