Move Recurring Schedule from One Chapter to Another | Scribe

    Move Recurring Schedule from One Chapter to Another

    • Lindsay Ruan |
    • 0 step |
    • 3 minutes
    Navigate to [https://gms.idonate.com/dashboard?dash=indicators](https://gms.idonate.com/dashboard?dash=indicators)
    Click "Donations"
    Click "Recurring"
    Click the "Search" field to look up the recurring donor by first/last name.
    Click on the Recurring schedule.
    Copy the Recurring Schedule ID
    In a separate window, navigate to [https://donations.idonate.com/dashboard](https://donations.idonate.com/dashboard)
    Click "Payment"
    Click "Recurring Schedules"
    Switch "Show Active" toggle to ON
    Click the "Search..." field and paste the recurring schedule ID. Hit enter.
    Click the Schedule ID to open the schedule.
    Navigate back to [https://gms.idonate.com](https://gms.idonate.com)
    Click the organization name from the top of the screen.
    Search and select for the chaptered org that the donation will be moved to.
    Click "Recurring"
    Click "COLUMN OPTIONS"
    Click "Campaign ID"
    Click "Campaign Title"
    Click "Designation Title"

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