Reassigning a Recurring Transaction record

[Perc-BRC]

One of our recent transactions posted to Salesforce and was associated to the wrong Contact record. We would like to update the recurring gift record with the correct Contact to ensure all future transactions are attributed to that Contact. The Donor Management with Salesforce: Recurring Detailed Page article says the "Edit Contact Info" button can be used to change the Contact Information on a recurring gift record, but this seems to only work if the correct Contact is already associated with the gift. Is there a way to change the Contact record that is associated with a recurring gift?

[CnP.Support.AM]

Good day @Perc-BRC

You can update the contact information on the master transaction details page of the recurring transaction so that moving forward it will be associated with the updated contact.

[Perc-BRC]

Hi, thanks for your response! One clarification question, do you mean that I need to make the update not on the recurring record detail page but the master transaction of the recurring record?

[CnP.Support.AM]

Good day @Perc-BRC

Yes, you are correct. You need to update not on the recurring record detail page but on the master transaction record.