kelvinwursten wrote:So, per the wiki, the merge donor can be used to merge a husband and wife for tax statement purposes for tithing and other donations.
No, you cannot merge a husband and wife. Two donor records, each of which is linked to a membership record, cannot be merged.
kelvinwursten wrote:But, this doesn't work, because you can't select the member spouse to merge in the "From Donor" box. A bit frustrating.
The wiki is not clear about this, but you cannot merge two donors in which both donors are linked to membership records. Merging records is only possible if one or both donor records are not linked to a membership record.
kelvinwursten wrote:The other options I tried - clicking on the include spouse button. This is okay - but it still lists the husband and the donor, and the wife as the spouse. Not quite ideal.
This is the only option available to have both listed on the same tax valid statement.