Enable admin to reallocate donations
Anne Stoneberger
We don't have the team issue brought up here, be we would love the ability for admins to reallocate donations directly. This is a huge issue for us. We want to use our Give Lively campaign totals to reconcile with Salesforce and Quickbooks AND it helps us to catch errors in intended giving. Having to email GL each time a donation needs to reallocated is too time consuming and inefficient. Please and thank you!!
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Akane Nishimura
Any news on this update? Found this page searching for the solution on our own campaign right now.
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Julie Newman
Hi GL - what is the status of this issue? I'm running into it right now - generous donors are accidentally giving directly to the campaign rather than to the team or individual they want to support. I'd like to be able to properly reflect their donations or it might negatively impact their future participation.
Abby Lukach
Or move from team to team!
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Warren Johnson
Agree 100%! Please give admin the ability to move donations to a person or team. Will save a ton of time.
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Lara MacGregor
Agree!!! I was constantly reaching out to Give Lively tech support to move donations when I would have preferred to be able to do it myself.
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Paula Gewertz
Yes, we need this! Donating to the team page rather than the individual page is the most common error our donors make, especially team members themselves: when they join, they accidentally make their initial donation to the team page instead of their own. Ditto for those who accidentally donate to the campaign overall rather than to an individual page.
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Lara MacGregor
Paula Gewertz: This is exactly what we experienced too.
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Teresa Underwood
I agree, this is basic good practices to enable admins to provide great support for their constituents!