Editing donation’s campaign, designation or fundraiser

Editing donation details

Fundraise Up's dashboard interface has an option to edit Donations and Recurring Plans, allowing administrators to modify a donation's Campaign, Designation, and Fundraiser. This feature is particularly useful when supporters explicitly request to redirect their funds.

Editing a campaign or designation for a donation/recurring plan

If you need to update the campaign or designation for an existing donation or recurring plan, this can be done from the Dashboard. Follow these steps:

1. Open Dashboard and go to Donations or Recurring page.
2. Search for and open the relevant donation or recurring plan.
3. In the Donation or Recurring plan section, click Edit.
4. Update the Campaign, Designation or Fundraiser as needed.
5. Save the changes.

Implications of editing

1. CRM Sync: Updating the campaign, designation or fundraiser will automatically trigger a resync of the donation to any connected CRM that has automatic sync enabled.
2. Recurring Plans: When changing the campaign, designation or fundraiser of a recurring plan, you have the option to update previous installments or only apply the change to future donations.
3. Receipt Reissue: Changing a donation's designation will result in the reissuing of the donation receipt.