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Merge Donations in People Profiles
Merge Donations in People Profiles

Merging Donations

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Written by Support
Updated over a week ago

Step 1: In your Dashboard, select Community in the dropdown menu
Select People

Step 2: Select the *established Person Profile to merge donations, and select the Settings Icon, and Merge Donations

*established Person Profile = assigned to groups, volunteer positions, etc.

Step 3: Select the donations you would like to merge onto the person profile.

Use the "Search" feature to quickly sort donations by Donor Name or email.
Select Merge

Step 4: Select the duplicate Person Profile (i.e. not assigned to groups or volunteer positions) and select Remove 

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