Learn about our newest features and enhancements!
Contacts: Assigning a Tribute Manually to a Transaction
Authored by: Megan Gill
on 1/30/2024 11:24:00 AM

Creating tribute through Transaction

When you create a tribute through a transaction, the tribute will automatically be linked to the transaction and no further steps will be required.

Step 1: To do this, navigate to the Donations App > Transactions > Search & Manage and either create a new transaction or manage a preexisting transaction.

Step 2a: If you are creating a new transaction, once you confirm the transaction, a pop up will appear, select Assign tribute.

To manually enter a transaction navigate to Donations App > Quick Actions > New Payment

Upon CREATE you will receive an option to Assign Tribute


You will  be navigated to the transaction record Details tab > Attribution tab > General tab - proceed to step 3 below. 

Step 2b: If you are adding a tribute to a preexisting transaction, click Manage under the Action column.

Step 3: Once in the transaction, navigate to the Detail tab > Attribution subtab and click on search tributes, manage, or create tribute on the tribute line for a new tribute assignment.

Step 4: Search for your tribute and click SEARCH

Step 5: Click select, and the tribute will be linked to the transaction.

Step 6: The Tribute id selected will be populated. Click on SAVE to secure your change.



Return to: Contacts: Comprehensive Guide for Usage and Management of Tributes



Related Articles

Powered by Powered By CharityEngine