General, In Kind and Stock transaction records can be moved from one Constituent record to another in from the transaction record. Go to the desired transaction and click on its amount or highlight it and click View/Edit. Once inside of the transaction record you can click on the blue “Transfer” button in the top right corner above the transaction details. A dialog window will then launch with a Constituent search field. Enter in the last name or company name of the Constituent you wish to transfer the transaction record to and select them from the search results. Once the desired Constituent is selected click the green “Transfer” button to complete the transfer. This transaction will be transferred to the new Constituent, and you will also be redirected into the same transaction record but within the New Constituent’s Transactions tab.
