A donor contact can be redirected to another contact.
When a donor contact would be redirected:
•A duplicate donor contact is discovered and redirected to the other one.
•Two current donors get married. One contact can be redirected to the other or both redirected to a new (married) contact.
•A married person dies and the couple's contact is indicated as “deceased” and redirected to a new contact for the surviving spouse.
•Redirecting a contact to another always creates a Related Contact relationship.
Read More > Related Contacts
Redirecting Designations
Redirection is used when:
1.A staff woman marries a man on staff. Her designation could be redirected to the husband's existing designation, or both designations could be redirected to a new designation for the couple.
Read More > When contacts marry
View > Video: When Staff Members marry
2.A ministry project is completed.
3.A staff person dies. If there is a surviving spouse, redirection would be to a new designation for the survivor. If there is a no survivor, the designation could be redirected to the “Refund” designation or to a general staff fund designation (provided the donor is informed of the redirection and is informed that they can receive a refund!
Read More > Deceased Contacts
4.When a person leaves your staff.
Read More > Redirecting Designations
Redirecting a donor
1.Go to the Donor Tab in the View Contacts screen.
2.Press the <Redirect activity> button.
3.Search for and select the desired contact.
Read More > Search Contacts