Associating Contributions With Profiles

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5 comments

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    bshipe

    If Breeze associates a giver incorrectly, how can I correct that?

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    Sheley

    Hey there - When you go to More > Contributions > Associations you'll see a button int the top right corner of "unassociated" and "associated".  Click on "associated" and then click the little "x" next to the person who is incorrectly associated.  Then you can go back to "unassociated" and re-connect them with the correct individual.



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    cindy

    I made a test payment. The payment shows in history but does not show in the associated or the unassociated tabs.

    How do I associate it?

     

     

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    cindy

    It does not show in my contribution history, only in the online giving history...just to clarify.

     

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    Sheley

    Hey Cindy,

    I just took a look at your account and it appears that the record of the contribution was deleted which is why it's not showing up to be associated or in the contribution history page.  To fix this, you can go to More > Account Settings > Restore and then restore that test gift that you made by clicking "Undo" next to the gift.  If you'd like further instruction on this, we'd love to assist you with that.  Please Contact our Support Team and we'll walk you through all the steps.

    Thanks! 

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