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Akubo Tip: Transferring donations/sales to another contact

A common occurrence in Akubo is having duplicate contacts that contain a donation/sale transaction. 

This can happen when a donation/sale comes into Akubo via a credit card transaction wherein a donor/contact uses a different name (e.g. Bob Miller vs. Robert Miller) when they submit their CC transaction. So you’ll end up with a new contact record created on your Akubo database that is essentially a duplicate contact even if the names are slightly different.

There is an Akubo feature you can use to transfer the donation/sale from one contact record to another.  Just go to the transactions section and call up the donation/sale:

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Select the transaction by clicking on the checkbox beside it, click the “Select Action” drop-down and choose “Reassign Donation(s)” or “Reassign Sales(s)”.

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A pop-up will appear where you can enter the name of the contact to reassign the donation/sale to:

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When the search results appear, select the contact you want to reassign the donation/sale to:

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Clicking “Select” moves the donation/sale to the contact you selected:

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After you confirm that the transaction has been moved, you can then remove the duplicate contact (Robert Miller) from your Akubo database.

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This article was written by Robin Abello.
Robin is the founder of Akubo.  When he’s not thinking and dreaming about software, he does photography, bikes, cooks and records music.  He lives in Ellicott City, Maryland with his wife and 4 kids.

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