When a split transaction is added to a constituent's Journal, an option for One Gift Type is provided on the initial New Split Transaction screen. This allows you to only record a single Gift Type which will be applied to all segments of the transaction:
When entering information for each segment, the Gift Type is only specified in Segment 1, while all other segments have no fields for entering Gift Type details, but refer to the Gift Type selected in the first segment:
Once the split transaction is saved, however, it can be re-opened and the Gift Types on these additional segments can be modified so that they no longer match the Gift Type selected on Segment 1. **Note that if one gift type is Credit/Debit Card, and trying to process the card, all gift types must be Credit/Debit Card.
Please contact support and provide the article ID.
Steps to Duplicate
Open a constituent's account and go to the Journal page
Click Add button
Click Split Transaction
Check off the One Gift Type option, and fill out any other required fields
Click Add Segments
Set up a Gift Type in Segment 1 (can be any Gift Type) and fill out the details for the transaction as required
Note the Gift Type in the additional segments refers to the Gift Type selected in Segment 1, as you chose the One Gift Type option
Click Save And Edit
Once the entry saves and refreshes, check the Gift Types tab for the additional segments. Note that you can now modify those as you'd like.
Modify the Gift Types for one of those segments to something other than what is selected in Segment 1
Click Save And
You now have a Split Transaction with different Gift Type info, despite having chosen One Gift Type originally