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Changing a Campaign after processing a contribution

Charlotte May
$organization

 

Hi all,

I am just wondering if anyone knows of a way of changing a campaign on Tessitura once the contribution has been processed.

I have amended the constituency to reflect the Campaign that I would like, but on the Contributions tab it still has the Campaign that I processed the donation to and I wondered if it is possible to change this retrospectively.

Kind regards,

Charlotte

 

 

 

  • $organization

    You can reprocess the gift, taking the money out of the wrong campaign and putting it on account; deleting the membership (if this gift was the only gift in the membership); re-entering the gift into the correct campaign with the on-account money, using the date of the original transaction. This will leave a zero amount on the Contributions screen for the wrong campaign and the correct amount for the right campaign.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera

  • $organization
    Charlotte, 

    I perform an adjustment placing the amount of the contribution on-account, or refunding it, depending on the situation. Then I re-enter the contribution using "on-account" as the payment method. I still use the appropriate contribution date and such, then I add/copy any necessary notes regarding the contribution. The process for making adjustments to contributions is in the contributions help documentation on www.tessituranetwork.com.

    I hope this helps.

    Marie Kocher
    Development Assistant
    Kansas City Ballet
    500 W Pershing Rd
    Kansas City, MO 64108
    (816) 931-2232 x 1282
    mkocher@kcballet.org
    www.kcballet.org
    From: Tessitura Development Forum [forums-development@tessituranetwork.com] on behalf of Charlotte May [bounce-charlottemay7469@tessituranetwork.com]
    Sent: Thursday, July 11, 2013 3:01 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Changing a Campaign after processing a contribution

     

    Hi all,

    I am just wondering if anyone knows of a way of changing a campaign on Tessitura once the contribution has been processed.

    I have amended the constituency to reflect the Campaign that I would like, but on the Contributions tab it still has the Campaign that I processed the donation to and I wondered if it is possible to change this retrospectively.

    Kind regards,

    Charlotte

     

     

     




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