When you record donations for someone else, the best practice is to use the Offline Donation recording process. or the similar offline registration processes for events and volunteers.
However, if you:
- use the online contribution form/event registration form or volunteer form usually linked from your web site that was created for anonymous online contributions
- AND if you are logged in
- AND if you miss the message saying: "Welcome Your Name Here. (Not Your Name Here, or want to donate as different person?)" (NOTE not all contribution pages will display this message - it depends on your page theme if it will show or now)
Then...you will have a problem!
The problem will be two fold:
- Your user name and address will be overwritten by the individual's info, and
- You will record the donation against your record which is now carrying the name of someone else.
If the contribution was a one-time payment then the following fix will do the trick:
Locate the record that used to hold your name and change it to your correct name and address (keep a note of the donor's information before you delete it).
Then, if the donor is not in Powerbase, you need to add a new contact with the donor's contact information.
Lastly, locate the contribution record (it should be on the staff person's contact record). Click the "..." menu and click Move to move the contribution to the correct record. If you do not see the "move" option contact support.