How to assign Recurring Transaction to a different contact/account

[mjokiman]

Hi,

I had accidentally chose the wrong contact while going through the Temporary Contact list. I was able to move the transaction to the correct contact. However, the donor had set up a recurring transaction, and currently this recurring is still attached to the wrong contact. Recurring ID: 270322. This is the wrong contact https://na35.salesforce.com/0034100000XQuzd. This is the correct one: https://na35.salesforce.com/0034100000XPARN that the recurring needs to be associated with. I clicked on the "Edit contact info" on the recurring, but there's no option for me to change the contact. Please help.

Thanks,
Monica

[CnP.Support.AM]

Good day @mjokiman

We don't have access to your instance. Please grant us login access so that we can review it.

Looking forward to hearing back from you.

[mjokiman]

Done. Thanks! Didn't realize it expired.

[CnP.Support.AM]

Good day @mjokiman

We don't have an option to change the Contact for recurring and we request you to please not to make such mistake because it is having cascading effect for entire recurring chain. However, one of our developers reviewed your instance and replaced the Contact with correct one in the backend.

Please check and let us know if we can be of any further assistance.

[mjokiman]

Thank you. We always strive for perfection but as human, there's bound for mistakes to be made.

[mjokiman]

Hi, I just realized that the contact was created, but not the household, thus, the recurring is tied to the correct contact but not household account. This is the correct account: https://na35.salesforce.com/0014100000PKJioAAH that the recurring needs to be connected with 270322.

Thanks,
Monica

[CnP.Support.AM]

Good day @mjokiman

As requested we have replaced the Account with correct one in the backend.

Let us know if we can be of any further assistance.