why does JL apply a donation to the right pledge but notes the campaign incorrectly

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asked Jun 3 in Support Questions by LindaCTIUNY
The title says it all.  When looking in a client's/donor's charges it will say donation and then have a campaign filled in.  The filled in campaign is wrong, but if you click on the donation word to the left it clearly knows where it was supposed to go.  So.... why didn't it fill in the campaign correctly?

1 Answer

answered Jun 3 by Moshe Y

I'm not sure exactly which record or screen you are referring to. Could you please provide a charge number or a screenshot so we can take a closer look?

It sounds like you may be referring to a pledge or payment record where the correct company is selected, but the campaign is not what you expected. If that is the case, the campaign is not assigned automatically. When entering a pledge or payment, the company and campaign are selected at the time of entry, and there are also options to set defaults.

Please provide a little more information so we can determine exactly what is happening and what, if anything, needs to be corrected.

For future issues involving a specific donor or record, please email Support directly, as this is not a general program issue and will require us to review the details of your particular account.

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