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Setting or Changing the Donation Program Name

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If you wish to change the program name (the donor's name as they wish it to appear in the program listing) for a donation it can be done while you are entering the donation. If after the donation has been processed and the patron name on the donation needs to be changed:

  1. Open the Patron Record.

    For details on locating a Patron Record click here.

  2. Click the Donation tab.

  3. Select the Donation to change and click the Open button.

  4. Edit the Program Name as needed.
  5. Click the Save button.
  6. Close the Donation Detail window.

    The Donation will now be seen under the new name in the Program Name column of the Donation tab.