Crimson 3 FAQ: How to Stop a Recurring Gift in Crimson

You can stop recurring gifts that were originally processed in Crimson (through Donate Now or Data Entry) directly in the money record.

* NOTE: If the recurring gift was first processed through Crimson before 11/1/2015, please contact CrimsonSupport@cmdi.com for assistance in stopping the recurring contribution.

If the recurring gift was first processed through WidgetMakr, please reference WidgetMakr's HelpDesk FAQ on How to Stop a Recurring Gift in WidgetMakr

You can stop a recurring gift that was originally processed in WidgetMakr (on/after 11/1/2015) in Crimson, but the details for that record in WidgetMakr will not indicate that the recurring transaction was already stopped in the database.

Stopping a Recurring Gift in Crimson:

  1. Search for the donor using the People Search and open the people record.
  2. Confirm that you are in the gift view by selecting the Giving History panel.
  3. Then click All in the top right hand corner of the panel summary to see all the gifts. 
  4. Find the original recurring gift the donor first submitted.
  5. Open that money record by double-clicking on it or pressing the  button.
  6. At the bottom of the money record, find and press the  button to stop the recurring gift from processing going forward.
  7. You will be asked “Are you sure to stop recurring this gift?” Press Yes.
  8. Once the recurring gift has been successfully stopped, the Recurring Checkbox will no longer be checked and the  button will no longer be available in the money record.
Have more questions? Submit a request

Comments

Powered by Zendesk