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Reassign a Transaction

Learn how to reassign a transaction and how to make a donation anonymous.

Cristina Gruita avatar
Written by Cristina Gruita
Updated this week

Reassigning a transaction allows you to assign an anonymous donation to a constituent if you find out who gave a donation or move transactions if needed.


Why to reassign a Transaction

  • To move transactions between constituents - e.g. if a transaction had been entered against the wrong constituent.

  • To make a donation anonymous - e.g. if a transaction was incorrectly linked to a constituent.


How to reassign a Transaction

  1. Find the transaction on the constituents timeline and view its details.

  2. Select reassign from the manage menu.

  3. Switch to Yes to make the transaction anonymous, and click Reassign.

Assign the transaction to a different Constituent

  1. Click Find Constituent.

  2. Ensure that make anonymous is set to No.

  3. Click Reassign.

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