Preparing for Statements - Donations - Fix 0. Reassign Donor | Scribe

    Preparing for Statements - Donations - Fix 0. Reassign Donor

    • Chuck Robinson |
    • 19 steps |
    • 2 minutes
    1
    **0\. Reassign Donor** – Make sure no donations remain on the temporary donor "\*\*\*Default Contact" that gets all imported donations by default.
    2
    Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
    3
    Click "Contributions"
    4
    Click "Donations"
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    Change view in the Views dropdown
    6
    Click "0. Reassign Donor"
    7
    If any "\*\*\*Default, Contact" records exist, they need to be assigned a donor. Click the record.
    8
    Notice the Donor is "\*\*\*Default, Contact | [[email protected]](mailto:[email protected])". This cannot be correct.
    9
    Luckily this donation was scanned and has an image!
    10
    Click "Files" on the right hand side if there's an image.
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    Click the first image file in the list.
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    In the popup window, notice there may be a donor listed here. Research who that may be. If you cannot find a donor in the entire Diocese that matches this donor and you do not have enough information to create a new donor then lets assign them to "Anonymous" instead.
    13
    Click "Close"
    14
    Click the next image to see if we have any more clues.
    15
    Unfortunately not. Click "Close"
    16
    Click "Edit Record"
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    Click the Donor dropdown.
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    Click "Anonymous, \[whatever your church name\]"
    19
    Click Save.