PSG Reports - Auto-Donations: How to update recurring gifts broken by changes to a fund

How to update recurring gifts broken by changes to a fund

When changes are made to the name of a fund, the Auto-Donations for that fund will need to be updated to include the newly added fund name as follows:

  1. Go to the Auto-Donations report in your Control Panel.
    PSG_Reports_Auto-Donations.png
  2. Look for Auto-Donations that are tied to the updated fund.  Choose one and click the Action button; then select Modify.
    Action_-_Modify.png
  3. When a fund change has broken the link between the Auto-Donation and the fund, you will see a message like this in the pink banner. 
    broken_link_error_message.png
  4. To resolve it, choose the correct fund for the donation from the Fund Name dropdown and click Save to update the Auto-Donation.
    select_new_fund.png
  5. Once the Gift has been updated, you will see a confirmation like this.
    recurring_gift_successfully_updated.png

    Your scheduled gift for the newly updated fund will now process correctly.

 


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