Editing a Transaction

This article explains how to edit a transaction. Learn more on how to bulk edit activities here.


Overview

You can edit manually entered transactions, like cash and check transactions, in your Kindful system. You can change things like the date, campaign, and amount. 


Edit a transaction

Using either the Activities page (from the drop-down menu of the Contacts & Activities section) or the Dashboard page, find the transaction you're looking for and press the arrow on the far right of the transaction entry line.

transaction_activity.png

 
Edit the transaction.

edit_transaction.png

Make any edits you find necessary.

transaction_edit_screen.jpeg


After you've finished editing the transaction, press Save if you're happy with the changes. 

Made a mistake? Select Cancel, and none of the changes will be saved.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments