Saving Donation Edits

Heather Scholes · September 2021

I need to add soft credits to donations previously entered under a Community Foundation constituent to indicate the actual donor (eg John Doe). But Donations do not allow me to "Save and Close" once I add the soft credit, or at any point. Am I missing something? Very new to RE and feel like I'm overlooking something obvious.

Austen Brown · September 2021

Hi @Heather Scholes - Are you trying to make the edits in web view or database view?

Heather Scholes · September 2021

Hi @Austen Brown in database view.

Austen Brown · September 2021

Hi @Heather Scholes - And where are you going to make the update to the gift?

Vered Siegel 2 · September 2021

You asked if you were overlooking something obvious, so I feel like it's important to ask: Do you actually have the rights to edit gifts in Raiser's Edge? Check in with your Supervisor user to make sure you have the rights. It could just be that!

Heather Scholes · September 2021

Thanks for your help @Austen Brown and @Vered Siegel! Here is what I'm looking at- note the save and close button greyed out. My Admin says I should have the the rights to edit. Let me know what you think?

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Karen Diener 2 · September 2021

I would ask your Admin to verify your rights. It looks to me like you definitely do not have rights to Edit, since your “Save and Close” button is grayed out.

Karen

Austen Brown · September 2021

I agree with @Karen Diener and @Vered Siegel - It does not appear that you have rights to edit gifts, especially if it appears this way for every gift record you open.

Saving Donation Edits

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