Customer Service: A donation was accidentally credited to the wrong team/participant/level, how can I change that?
• Log in to your Event Manager Center • Click Customer Service from the top navigation bar • Under Related Actions (left hand side), select Manage Teams (if the donation is at the team level and needs to be moved) or Manage Participants (if the donation is at the participant level and needs to be moved). If you would prefer to do a broader search for the donation, select Search For Gifts • Find your team/participant in the list provided or through the search feature • Once you locate the team/participant who is credited the donation, click Manage • Scroll to the bottom of the page and to find the Gift History section. Locate the gift you wish to move credit of in this list • To move the credit of a donation, click Change Soft Credit beside the appropriate gift: • Step 1 Select Type: Select the New Soft Credit Recipient. Choose who should receive the soft credit for this gift; select whether you’d like to credit this gift to another TeamRaiser Participant or TeamRaiser Team by clicking
Related Questions
- Ive just realised Ive registered for the wrong team or as the wrong type of participant. What should I do?
- What if I meant to make a donation to a rider or team but accidentally made a general donation instead?
- What’s the difference between a Team Donation Form and an Individual Participant Donation Form?
