- Locate a payment made through the form. Use the Payment Details Report and filter by initiative to locate a Payment ID (you will need to select the Payment ID field from the Add Columns link) and the Supporter ID for the transaction.
- Go to Contacts>Individuals
- Search by Supporter ID = (the supporter you located in the report)
- Manage the record
- Go to Financial>Transactions
- Hover over the Reference ID and select Manage
- Click the link to the initiative
- In the breadcrumb path at the top (Communities > Forms > YOUR FORM'S NAME> Bookkeeping), click the link for your form's name
- Click Manage Website Info
- Progress through the three steps (Form Layout, Form Options, Form Customization) by clicking each's link and Save. Confirm the form's settings are correct.
- On the Webinfo Checklist, click the green Publish This Event Now button
- Your form should now be preset under Communities > Forms
Connect and collaborate with fellow Blackbaud users.