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1 member - 2 names - 2 env no.
Posted: Mon Jan 24, 2011 4:47 pm
by southwood
I had a member change their name without informing me and I created a new entry and envelope number for her. She now has contributions under both names. How do I go about switching the contributions to one envelope number only.
Re: 1 member - 2 names - 2 env no.
Posted: Mon Jan 24, 2011 4:52 pm
by southwood
I noticed that the steps are in a previous message - just wondering if following those steps also transfers the contributions to the household. nicole
Re: 1 member - 2 names - 2 env no.
Posted: Mon Jan 24, 2011 5:06 pm
by NeilZ
southwood wrote:I noticed that the steps are in a previous message - just wondering if following those steps also transfers the contributions to the household. nicole
It will, if you follow the steps exactly (I'm assuming that the new name is due to a change in marital status):
1. In the
Membership Module, using the
Integrated Data Entry function, move the old
Personal Profile record to under the new
Mailing List record.
2 Delete the old
Mailing List record.
3. Using the
Reassign an Envelope Number function under the
Contributions module. Reassign the old envelope number (on the old Personal Profile) to the new number. This will transfer all the data under the old number to the new.
4. Delete the old
Personal Profile.
Hope this helps.