Hi All,
I pulled an extraction in early May 2015. I chose a segment from that extraction on 5/26/2015 to promote. All seemed fine.
Today I received a contribution from someone who should have had this promotion on their record, however it is not in the list of sources at contribution entry. When I entered the account number for contribution entry, it told me that the account had been merged and "here is the new account number."
I checked the record, and the promotion is not listed. I checked the Transactions->Audit screen and see that the record was merged on May 15, 2015 (between my pull and my promotion).
Is there a way to now retroactively add my promotion to this one record? I would also like to add it to the original group with the promotions, so that my appeal source then just increases by 1 rather than creating a new source to capture this donor.
Any questions or help is appreciated!
Thanks,
Marie Kocher
Development Assistant
Kansas City Ballet
Hi Marie,
In gift entry you can manually enter the source code. It will then add that promotion to the account along w/ "Transaction complete" status.
Megan