There are three statuses for donors; Visible, Hidden, and Merged. I think you may be thinking of donor types. There are four donor types; member (member of unit), out-of-unit (member of another unit), another unit, and nonmember (not a member/miscellaneous).sghall wrote:This method only works though if you have two donors that are the same person, but different statuses.
Merging requires the "From Donor" type to be nonmember because the selection list is only populated by those with that donor type. The "To Donor" type must be a membership record.
There is no reason to change the type of record from nonmember to member to get the donations tied to the nonmember donor record. That is the purpose of the merge function.sghall wrote:In this case, MLS would not let you change the non-member to a member...
I believe there is a bug in MLS. Prior to version 3.5 I have merged nonmember donor records with member records for members in which no donation had been recorded using their member record. What is not working is the ability to add a member record to the list of member donors. The "Add" button is not functioning to add a member record to the list of member donors.sghall wrote:What has been talked about in this thread are cases where you have just the one "nonmember" status name that no one changes to "member of unit". You can't merge it, because there is nothing to merge it with. You would have to create a new member donor to merge it with. The financial system does not automatically make one when a member joins a unit.
Notwithstanding this problem, there is a work-around to be able to make the merge happen. This requires editing the last donation made to the nonmember donor record. The edit is to change the nonmember donor name to the member record name to create a member donor record. Then the merge of the nonmember donor record with the member donor record is possible.
These are the steps to change the donor from the nonmember donor to the member record when no donations have been made under the membership record.
- Go to Finances and click on View/Update Donations
- Select the batch that the donation is in by clicking on the Date that the batch was processed on.
- Select the Donor that needs to have the information changed.
- Click the magnifier glass icon next to the donor name.
- Click the "Add" button on the "Select the Donor" dialogue.
- Click the "Yes" button when prompted "Is the new donor a member of your unit?"
- Select the member name from the list of membership records in your unit.
- Click the "Add" button on the dialogue with the donor name and the greyed out MRN.
- Click "OK" on the next dialogue with the note "The participant information has changed. ...".
- Click on "Save Donation".
- Enter the reason for the adjustment. Something like "donor name corrected" is fine.
- Click on the "Close" button in the bottom right corner to close out the batch.
Click on "Yes" to re-print your batch report.
Replace the old batch report with this new batch report in your file.
The administrative office will be automatically notified of the change and will make the change to the Unit Financial Statement.