How to Edit a Donor's Recurring Donation
You can edit a donor's recurring donation under their Donor Record by clicking on the Engage tab within their account.
From the Welcome to CDM+ window, click on Donor Records.
2. In the next window, setup at find, enter in your search criteria, and then click on Find in the upper right-hand corner.
3. Next highlight the name of the donor and click on the Engage tab.
4. Within the Engage window, click on on the hamburger menu button on the right-hand side.
5. Next, scroll down and click on Scheduled Gifts.
6. You will then see a list of recurring donations. To make a change, simply click on Edit.
7. You will then continue through the form and make the needed changes for the donor.
8. Then, click on Submit Changes to Schedule Gift at the end of the form.
9. Next, click on OK on the Submit Changes pop-up box.
10. Then, click on OK on the Success pop-up box.
11. You will then see the changes that you submitted to the Donor's donation.
