Adding spouse to donation account
Posted: Thu Oct 15, 2009 12:14 pm
How do I add a spouse's name to a donation account such that both husband and wife names appear? Husband's name only is currently on account.
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https://tech.churchofjesuschrist.org/forum/viewtopic.php?t=3870
In MLS under Finance, go to Add/Update Donors. Find the donor account, and click on the name. Type in the new name and Save.duanesevy wrote:How do I add a spouse's name to a donation account such that both husband and wife names appear? Husband's name only is currently on account.
So in the situation where a couple donates together, how do you decide which person's MRN to associate with the account? It probably doesn't matter but I'm wondering if there is any guidance on this. We've been using the MRN of the person who signed the check on the day we add the donor. But the check might not be signed by the same person each time.RussellHltn wrote:Generally we take our cue from the way the donation slip is filled out. Some couples donate together, others separately and some do both.
It doesn't matter who signs the check. Either spouse can be linked to the donor record. Just be aware that on the donor statements (YTD or Tithing Settlement or Official Tax Statement), you'll see the donor name, which will be something like Doe, John and Jane. But you'll also see the Member Name listed on a separate line, and that will be the name of the individual whose MRN is linked to the donor record.psnarula wrote:So in the situation where a couple donates together, how do you decide which person's MRN to associate with the account? It probably doesn't matter but I'm wondering if there is any guidance on this. We've been using the MRN of the person who signed the check on the day we add the donor. But the check might not be signed by the same person each time.
The solution to the problem appears to available in the MLS Help for Add/Update Donors. This is part of what it says:lgrobbins wrote:I attempted to merge her record (which had no donations) and when completed did not see her name added to the donation record.
So, I attempted to merge his record with her record and now neither of their records show any donations for the year.
Any suggestions on how to correct this problem? I would like to at least get back to where his donations show up under his name.
The last note describes what will apparently get you back to the original donor record satus.Merge donor records under one name:Note: After you merge donors, the donor not selected will have a "hidden" status. To be able to credit donations to this donor again, you will have to remove the hidden status. See "Change Donor Status" below.
- Click Merge Donors.
- Select the two donors whose records will be merged. They will be merged under the name of the first donor you select (Donor 1).
- Click OK.
Change Donor Status:
Donor status is either "Visible" or "Hidden." Donors with the "Visible" status will appear on lists and reports. Donors with the "Hidden" status will not appear on lists and reports. You should change the status of all donors who move out of the ward to "Hidden."Note: If the donor name is hidden because he or she is merged with another donor name, changing the donor status to "visible" will break the merge.
- In the Status field, click the down arrow.
- Click the donor status you want.