Linking Member Record to Donor can lead to data loss
Posted: Tue Apr 20, 2010 12:24 am
If you have a new member in the ward who
donates before a membership record arrives,
you create a donor record with a donor name
and possibily an address.
When the membership record comes in, and
an Urgent Task prompts you to link the donor
record with member record, the donor record's
address information is replaced with that of
the membership record. Problem is, if the membership
record comes in with a blank or incomplete address,
it wipes out what has already been recorded in the
donor record.
Current workaround(s): 1) Tell membership clerks to only
request records with full addresses.
caveat: if record is moved by the
previous ward w/o proper
address.
2) If the donor has not already done so,
write the address on the donation slip.
For example, if you see the donor's new
address on their check make sure you
copy it to the slip. When donor's memrec
has incomplete or blank address, update
the membership record with the info from
the slip.
3) Find the donor and ask for missing information
not on their membership record.
Software-Fix: Design MLS so that when it links the membership record to
the donor record, it tests to see if the donor record's and
the membership record's address fields match. If not, then
allow us to choose which address to use for donor record.
- Atticus Ewig
donates before a membership record arrives,
you create a donor record with a donor name
and possibily an address.
When the membership record comes in, and
an Urgent Task prompts you to link the donor
record with member record, the donor record's
address information is replaced with that of
the membership record. Problem is, if the membership
record comes in with a blank or incomplete address,
it wipes out what has already been recorded in the
donor record.
Current workaround(s): 1) Tell membership clerks to only
request records with full addresses.
caveat: if record is moved by the
previous ward w/o proper
address.
2) If the donor has not already done so,
write the address on the donation slip.
For example, if you see the donor's new
address on their check make sure you
copy it to the slip. When donor's memrec
has incomplete or blank address, update
the membership record with the info from
the slip.
3) Find the donor and ask for missing information
not on their membership record.
Software-Fix: Design MLS so that when it links the membership record to
the donor record, it tests to see if the donor record's and
the membership record's address fields match. If not, then
allow us to choose which address to use for donor record.
- Atticus Ewig