Contributions can be attributed to a campaign team OR individual members. Attributions are easily switched because all of the funds still go to the same account.
This is a common enough situation – fingers slip, names are read wrong, or two people on the same team have the exact same name… and a contribution says it has been inspired by one team member when, really, it was someone else.
You might have come here thinking this is going to be a difficult change – well, surprise! It’s incredibly simple…
STEP 1 – Click ‘Transactions’ in your sidebar menu.
STEP 2 – Click the Add icon (Head-silhouette with a plus sign next to it) or the name under the ‘Attributed to’ column of the table.
Note: Can’t see this column? You likely need to zoom out of your browser a little. Our tables are ‘smart’ (as is everything else nowadays…). This means when you zoom in on your browser, the columns of our tables won’t squish together, they’ll hide certain columns instead.
You can zoom out of your browser to see the options or click on the expand icon to see all options for that line item:
STEP 3 – Type in or select the proper name/team in the drop-down menu.
Sometimes the whole list is not shown at once, so you might need to type in the person or team.
Note: Only users who are on the campaign team or a sub-campaign team can have contributions attributed to them.
STEP 4 – Click ‘Save’