Common Problems when setting up contribution limits
I’ve set my contribution limit for the candidate as unlimited but when I put in a donation it says that the limit has been exceeded. Why is it doing this?
The first step is to look at the candidate individual record. Make sure you have checked the Set As Candidate checkbox. Checking the box will bring up a pop-up window where you can enter office, seat and jurisdiction information.
Next, go to your Organization’s record. Use the Affiliated Individuals area to link the candidate to the Organization record.
To add a new Affiliated Individual, select the type of affiliation from the drop-down menu next to the Add: button. Click Add: if the menu selection does not automatically bring your browser to the next page.
You will be prompted to conduct an Individual Search to locate the individual you wish to affiliate. Select the Individual from the search results list by clicking the Use button next to their name. The Individual Record page will appear on screen, with a red Set as link to the right of the View Individual header.
Clicking the Set as link will return you to the Organization page. You will notice that your Affiliated Individual’s title and name now appear under the Affiliated Individuals section. Clicking on the name of an Affiliated Individual will display their Individual Record.