1. Go to Constituent 360 > Constituents
  2. Search for the Donor's name
  3. Go to the Transaction tab
  4. Find the Transaction
  5. In the Action column, select "Change Soft Credit" link
  6. On the page that opens, determine if the donation will be applied to one of the followings and click Search:
 
TeamRaiser Participant
TeamRaiser Team
TeamRaiser Event
 
  1. Search for the Participant, Team, or Event. Make sure to select the correct TeamRaiser that it will be applied if you have more than one TeamRaiser.
  2. Click Select on the Name
  3. Click Apply.
  4. Confirm that the transaction is showing in the "Source" column the new participant you selected.