User Support Forum

Greetings,

Over the years different users created duplicate or similar Contribution Funds, and I need to combine some of them. How do I merge them?
Thanks!
George D
Elkins Park, PA

There is an option under Contributions > Reassign > Reassign a Fund Number. This lets you either change an existing fund to a new fund number or if you choose an existing fund in both the from and to fields, they will be merged together. Open that screen and press F1 to view the full help documentation.

Thank you!