HI Fundraising Experts,
I am wondering if any of you might be able to confirm my thinking. If you know (and have access to this) you can pull up an order in order entry and switch the constituent on the order by replacing the constituent owner. I am wondering if anyone can confirm that this is not an option in contribution entry? I have tried it in test but I am just wanted to verify that I wasn't missing something.
Thanks!
Hi Samantha,
Unfortunately, I've yet to see this as an option in contribution entry.
There is no standard way to do this via the client, but we've done this many times over the years via SQL, typically in a situation where a contribution was booked on a constituent but should have been booked on a family foundation and soft credited to the constituent. A quick SQL update to T_CONTRIBUTION and T_PAYMENT, a new row added to T_CREDITEE if needed, and it's done.
Hi Chris! This is great news. I am wondering if you would mind sharing your code for this? Our example is basically what you said, we put money onto one record and soft credited the person that the money should actually have been applied it. Thanks!
Samantha Wilson said:I am wondering if you would mind sharing your code for this?
Sure, please send me an e-mail at chrisj@guthrietheater.org.