Editing Donation Campaigns and Designations

Ability to Edit Donations

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

How to Edit Campaign or Designation

1. Navigate to the donation or recurring plan page in your Fundraise Up dashboard.
2. Look for the 'Donation' or 'Recurring plan' section.
3. Click on the "Edit" button within this section.
4. Modify the Campaign or Designation as needed.
5. Save your changes.

Implications of Editing

1. CRM Sync: Updating the Campaign or Designation will automatically trigger a resync of the donation to any connected CRM that has automatic sync enabled.
2. Recurring Plans: When changing the Campaign or Designation 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.