If you realize an error was made for one of your donor's giving statements, you can choose to retract the statement and fix the error. When you retract a statement, the donor will no longer be able to view this statement from their Engage account.
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From the Welcome to CDM+ window, click on Online Statements.
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On the Giving Statement Batch Dashboard, click on Details next to the statement batch that contains the statement you want to retract.
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On the next page, you can use the Search field to search for the donor whose statement you need to retract.
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Next, use the drop-down option in the status column and click on Retract.
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You will then see a pop-up asking if you want to continue to retract the selected statement. Click on Yes, continue.
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You will then get a pop-up box letting you know the statements have been retracted and is no longer visible to your donors. Click on OK.
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Once you make the necessary updates to the statement, you can go back to the Giving Statement Batch Detail page. Then click on the Re-generate All Retracted button or use the drop-down option in the status column to re-generate the statement.
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You will then see a message letting you know your statement has been re-generated. Click on OK.
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Then, click on Publish All Unpublished button or use the drop-down option in the status column to publish the statement to make it visible to your donor again.
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You will then see a pop-up box asking if you want to Continue with publishing this statement. Click on Yes, continue.
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You will then see a pop-up box letting you know the statement has been published and is now visible to your donor. You can then continue to email your statements.
