Delete Gift From Committed Batch

Kendra Mastain
Kendra Mastain
Name Dropper First Anniversary Facilitator 1
in Organizational Best Practices General Discussions

I duplicated a gift and it is appearing in two committed batches. Can I delete the gift from one of the batches?

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 2025 bbcon Attendee Badge

    @Kendra Mastain Where you need to be sure gift is deleted (assuming you have rights to delete is on the gift tab of the constituent record. As with two commitments, it is there twice.

    If you need it deleted in the batch, open one of the batches, go to batch design and mark batch as a recurring batch, Save, delete the erroneous row, open batch design and uncheck that batch is recurring and save. You will still need to delete record on the constituent gift tab. Changes to a committed batch do not change gift records on gift tab in my experience.

    I think that will work.

  • Kendra Mastain
    Kendra Mastain
    Name Dropper First Anniversary Facilitator 1

    @JoAnn Strommen
    Thank you for responding. Everything went well until I tried to save the batch. The option to save doesn't appear.

  • Leslie Mabray
    Leslie Mabray
    Eighth Anniversary Name Dropper Participant Facilitator 1

    @Kendra Mastain
    Have you tried to go to the donor record and adjust the gift?

  • Kendra Mastain
    Kendra Mastain
    Name Dropper First Anniversary Facilitator 1

    @JoAnn Strommen
    You're brilliant! It worked. Thank you.

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