How do I credit a Transaction to a Team Member?

Donation credit updates in supporter feed which impacts their standing in the Leaderboard. Members are also notified of the transaction, so they have the opportunity to thank the donor via email and stay engaged with the Campaign. 

Note: this article is for Admins and Editors to credit transactions to Team Members in Team Fundraising.

To begin, navigate to the Transactions tab in your Dashboard

Click the Transaction you’d like to edit. In the Transaction panel on the right, click the pencil icon to edit the Team Member. 

Type in the name of the correct Team Member and then press Save. 

What's Next?

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