How to Change the Answer to a Custom Question

Last Updated: Jul 03, 2018 02:38PM PDT

The Classy Manager allows for transactions to be quickly viewed and edited. Sometimes, the answer to a custom question might need to be changed from what had been first entered. This support article will walk through how to make those changes.

1. Navigate to the Classy Manager
2. Select ‘Transactions’
3. Click the Transaction ID to Edit the Record
4. Edit Answer to Custom Question

 

1. Navigate to the Classy Manager

From the classic dashboard view, you can click on the avatar in the top right hand of the screen.

2. Select ‘transactions’

Once in the Classy Manager, select the transactions tab to view all the transactions that have processed through your Classy account.

3. Click the Transaction ID to Edit the Record

The transactions listing displays all transactions throughout the life of your Classy account. From here, use the filtering and/or search function to locate the specific transaction record in need of editing. Click on the transaction record’s ID to open up the transaction record.

4. Edit Answer to Custom Question

Click the edit button within the supporter subsection to edit the answers to custom questions associated with the transaction or to toggle the donor anonymity on/off.


 

If you have any questions please contact Classy Support.