Add a transaction from a constituent’s record

To process a donation from a contact record or an organization account record, follow these steps:

1. In the navigation pane, under Relationships select Contacts or Organizations.

2. In the view that opens, search for the contact or organization. You can also switch views first if needed.

3. Select the contact or organization to add the transaction.

4. On the Donation Information tab, select New Transaction.

5.Complete the sections on the Single Donation Form tab, beginning with Gift Entry.