Update Contact/Account Details

Sometimes when you are in the middle of processing a gift, you find that you need to also update the contact details for the Account or Contact.

After selecting an Account or Contact, the page will display details of the Account or Contact you are entering the gift for.

 As you can see, the First Name and the Account Name are highlighted. Click the highlighted text and it will redirect you to the Accounts or Contacts tab in another browser tab.

From there, you can update the Account or Contact details.

Once you have completed your changes. Close the browser tab to return to the original Batch Donation Entry window and continue entering the transaction.