I'm trying to understand how donations connect to Contacts and Accounts, and how the rollups work. I have situations where one individual donates sometimes as part of a household and sometimes through his or her business. When I add a donation via a Contact but change the donation to a different Account (the business), that donation shows up with the correct Account and shows up in the Opptys related list for the Contact, but it doesn't roll up to the Contact as it seems it should (the Contact was the donor although they don't get to claim the tax deduction on their individual taxes). Still, that individual should probably get credit for the gift, and if I'm calling them I'd like to know the total giving they were directly responsible for. And not just their HH givng OR their Business giving (so I can't just look at one of the Account records).
If I enter the donation using an Account Donation option, there's no way for me to attribute the donation to an individual except to manually enter oppty contact roles. And those, again, don't roll up to the individual.
Is the database set to NOT roll up any gifts except those directly from the Household? And if so is there another way to get the total giving from that Contact to show up (other than a summarized report for Oppty Contact Roles)?
@Nonprofit Success Pack