Can anyone tell me how names are updated in the donor database.
I had a sister get married and her last name has changed. In the membership section of MLS the name is now updated to reflect the name change.
When entering donations yesterday I tried to update the last name and I could not figure out how to do it. I tried adding a new donor and got a message to the effect the membership record number already exists under another donor. I then highlighted the last name and tried to change it, that did not work either.
How does one update a last name in the donor records?
Thanks in advance for the help.
Donor Name Change
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- aebrown
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In MLS under Finances, choose Add/Update Donors (it's in the Donations panel). Find the donor, and click on the name. You'll see a screen where you can change the donor name, type, and address. Make your changes, and click Save.thesmith7 wrote:Can anyone tell me how names are updated in the donor database.
I had a sister get married and her last name has changed. In the membership section of MLS the name is now updated to reflect the name change.
When entering donations yesterday I tried to update the last name and I could not figure out how to do it. I tried adding a new donor and got a message to the effect the membership record number already exists under another donor. I then highlighted the last name and tried to change it, that did not work either.
How does one update a last name in the donor records?
Thanks in advance for the help.
The important thing is to make sure you are editing the existing donor record, not trying to add a new one.
Also, as you noticed, donor records are distinct from membership records. This is nice in the sense that when a member record is moved out, the donor record remains. But many of us wish that address changes were synchronized automatically. Name changes are a bit trickier, since some people are particular about having the name on their tax statements done a particular way that may not match their membership record exactly. But for now, just be aware that donor records are distinct from membership records and update both.
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Alan_Brown wrote:But many of us wish that address changes were synchronized automatically.
Along with current addresses being synchronized, it would be nice if the address was updated when a member moves out of the ward (at least when it is initiated by the former ward). This way, financial clerks automatically have an address to mail the tax statement to.