What's New on Harness Giving

Harness Admin Dashboard

Update
April 20, 2021

Donation Management Tools (Edit Donations)

We added new "Donation Management" features to the reports pages so that you can edit specific pieces of donations you receive. This allows your organization to fix, change or manage donations in all sorts of ways!

Below is a list of the actions that are available within the Harness Admin Dashboard:

Edit a Donation:

  • Add/Change Campaign
  • Add/Edit Donation Note
  • Add/Edit In Honor/Memory

Refund a Donation:

  • Refund a Donation
It includes "Reason" and a "Note" section so the organization can add that to the refund (e.g. Donor Requested, Duplicate, Fraudulent)

Monthly Donations:

  • Cancel Monthly Gift
  • Add/Change Campaign for Monthly Gift

Round-Up Donations:

  • Cancel Round-Up Enrollment
  • Add/Change Campaign for Round-Up Account

Notes/Comments:

  • Edit a Donation Note/Comment

Tributes (In Honor/Memory):

  • Edit Details for an In Honor/Memory Tribute

These updates were made to the various reports pages (donation, monthly, round-ups, notes, in honor)

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