Once a Gift has been entered in Virtuous CRM+, the Gift "lives" on a specific Contact record. But mistakes happen, and there may be times you need an entered Gift to be moved to a different Contact record. To do this, you will ultimately need to re-enter the Gift, as there is no option to select a new Contact record from the Gift record. There are 2 options for crediting a Gift to a different Contact:
1. Reversing Transaction
Corrections of this type are best handled by using the Reversing Transaction, especially if you have an accounting integration.For example, this could be used if a Gift was incorrectly entered as coming from Donor A, when it should be attributed to Donor B instead:
- Navigate to the Giving tab on the Contact Record of Donor A. Select the 3 dots next to the corresponding incorrect Gift and click Reverse. Add a note if necessary and confirm by selecting the blue Reverse Gift button. Now a new negative transaction line will appear above the old incorrect Gift.
- Next, using the Gift and Contact Import tool, manually enter the correct Gift on Donor B’s record, making sure to include the Project and Segment so that all Reporting is updated.
Click here to learn more about Reversing Transactions.
2. Delete the Incorrect Gift
In some cases, an Admin or other user with the appropriate permissions may choose to simply delete the Gift and then re-enter it on the correct Contact record. This is generally not preferred as there is not a clear record of the change. If your Giving data has already been synced to your accounting system, this may also create reconciliation issues.