How do I edit existing attributions?

Overview

You can edit attribution details for existing contributions at any time from the contact's contribution record. 

Step 1: Access the contribution with the attribution 

1. Navigate to the contact record of either the direct donor or attributed contact 

2. Go to the Contributions tab 

3. Find and click on the specific contribution with the attribution you want to edit 

Step 2: Edit the attribution 

1. Locate the Attributions and Soft Credits section on the Contribution Details page 

2. Find the attribution you want to modify 

3. Update any of the fields as needed (Attribution Type, Amount, Thanked status, or Notes) 

4. Click Save to apply your changes 

Step 3: Use the action menu for additional options 

1. Click the action menu (...) next to an attribution 

2. Select from available options: 

   1. Generate Letter to create a thank you letter 

   2. Assign Template or Change Template to modify the mail merge template 

   3. Remove Attribution to delete the attribution entirely 

Not quite what you were searching for?

• Navigate back to the Attributions and Soft Credits Resource Index.