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 Donor Records.
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2. In the next window, setup at find, enter in your search criteria, and then click Find in the upper right-hand corner.
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3. Next highlight the name of the donor and click the Engage tab.
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4. Within the Engage window, click Scheduled Gifts.
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5. You will then see a list of recurring donations. To make a change, simply click Edit.
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6. You will then continue through the form and make the needed changes for the donor.
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7. Then, click Submit Changes to Schedule Gift at the end of the form.
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8. Next, click OK on the Submit Changes pop-up box.
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9. Then, click OK on the Success pop-up box.
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10. You will then see the changes that you submitted to the Donor's donation.
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