Membership Record Number for out of unit donors

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klwilkinson
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Membership Record Number for out of unit donors

Postby klwilkinson » Sun Sep 23, 2012 6:03 pm

Today was the first time we've had donations from an out of unit donor since we've been using the new donation slips. The member had their membership record number on the slip, but when I added the member as a donor in MLS, it asked for address information and not a membership record number. I didn't have an address, so I just entered the name and processed the donation. Afterwards, when looking at the list of donors to try and edit the information, I still didn't see a way to add the membership number. Am I missing something? If so, can anyone tell me how or where in MLS this info is to be entered?

Note: I'm the ward clerk and don't have to do finances much because I have a really good financial clerk who handles all of the finances. Unfortunately, he's out of town for a few weeks and can't help me on this one.

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aebrown
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Postby aebrown » Sun Sep 23, 2012 6:17 pm

klwilkinson wrote:Today was the first time we've had donations from an out of unit donor since we've been using the new donation slips. The member had their membership record number on the slip, but when I added the member as a donor in MLS, it asked for address information and not a membership record number. I didn't have an address, so I just entered the name and processed the donation. Afterwards, when looking at the list of donors to try and edit the information, I still didn't see a way to add the membership number. Am I missing something? If so, can anyone tell me how or where in MLS this info is to be entered?


I believe this is a new feature coming with MLS 3.5. You would specify the donor as "Member of another unit" (just like you do now), but you'll be able to enter the MRN (which with MLS 3.4.3 is only possible for a "Member of unit"). So for now, just enter them as "Member of another unit" and then when that feature is added, you can quickly review your donor list for donors of that type and then edit them to add their MRN.
Questions that can benefit the larger community should be asked in a public forum, not a private message.

waynecooke
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Postby waynecooke » Tue Sep 25, 2012 10:34 pm

Another reason I am SO glad that we have a huge supply of "old" donation slips.

Gary_Miller
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Postby Gary_Miller » Wed Sep 26, 2012 7:20 am

waynecooke wrote:Another reason I am SO glad that we have a huge supply of "old" donation slips.


Its no big deal nothing changes everything process the same.

stschoey
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Postby stschoey » Tue Dec 04, 2012 7:54 pm

We are running MLS 3.5.1 and I can't see how to enter the membership number from the Add\Update Donors. Is this feature enabled yet?

bvs6
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Re: Membership Record Number for out of unit donors

Postby bvs6 » Sun Mar 31, 2013 8:34 pm

Has anyone seen this in MLS yet, the option to add the Membership Record Number when a donor from a different unit is added?

jdlessley
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Re: Membership Record Number for out of unit donors

Postby jdlessley » Sun Mar 31, 2013 8:45 pm

The update to include this capability has not been deployed yet. The previous post mentioning 3.5 was only a guess. We also have not heard anything about any expected release. It will happen when it happens. There is nothing we, the community, can do about it.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

timcollins84
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Re: Membership Record Number for out of unit donors

Postby timcollins84 » Sun May 04, 2014 9:39 am

I know that this is an old thread, but has anyone figured out if this is possible or not? I have a few donations to a missionary fund from out of unit family members and have no way to enter their MRN for tax purposes.

lajackson
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Re: Membership Record Number for out of unit donors

Postby lajackson » Sun May 04, 2014 11:02 am

timcollins84 wrote:I know that this is an old thread, but has anyone figured out if this is possible or not? I have a few donations to a missionary fund from out of unit family members and have no way to enter their MRN for tax purposes.

I have not yet seen it. If there is no place to enter the MRN in MLS when you record the donation slip during a deposit, then it has not been implemented in MLS.

waynecooke
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Re: Membership Record Number for out of unit donors

Postby waynecooke » Sun May 18, 2014 8:50 pm

Another reason I am SO glad that we have a huge supply of "old" donation slips.


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