Edit designations for a recurring gift

When you add a revenue record, you can apply its amount to multiple designations.

1. On the record of the recurring gift to edit, select the double arrows next to Transaction summary to expand transaction summary information. For information about how to access the revenue record, see Search for Transactions.

2. On the action bar of the Designations grid, select Edit designations.

3. Edit the designations or the amounts applied to designations as necessary.

4. Select Save. In the Designations grid, the edited designation information appears. If necessary, select Refresh to update the grid.