In SecureGive you can relink a transaction to a donor's profile. This might need to be done if you have a donor who gave as a guest but incorrectly entered their name and email. Also, if a member accidentally made an anonymous transaction, you can relink their transaction to their profile.
- Find the transaction that you want to relink in the All Transactions report and click on it anywhere but the Member ID column.
- Click the View Details button.
- Click the Re-Link Transaction button at the top.
- In the Name or Email field, enter the name or email address of the profile that you would like to re-link the transaction to. As you type in the member's name or email, a dropdown will appear below of member matches that you can choose from. You must click on a choice from the dropdown results to relink.
- Check the box to confirm that you want re-link this transaction to this member.
- Click the Re-Link Transaction button.
Now the transaction has been successfully associated with the member.