Search found 2 matches

by bjhomer84
Sun Mar 10, 2013 11:23 am
Forum: MLS Support, Help, and Feedback
Topic: Cannot merge donors
Replies: 6
Views: 1528

Re: Cannot merge donors

Aha. The problem was that the Non-member records I was trying to merge were tagged as "Member of Another Unit", rather than "Not a Member/Miscellaneous". Once I switched them to the latter, they showed up in the "From" list, and I was able to merge them successfully.
by bjhomer84
Sun Feb 10, 2013 10:42 am
Forum: MLS Support, Help, and Feedback
Topic: Cannot merge donors
Replies: 6
Views: 1528

Cannot merge donors

I'm trying to merge two donors (one from before the records were received, one for after.) I go to Finance -> Add/Update Donors -> "Merge Donors" button. There's a "From Donor" and a "To Donor". I click "Select" next to the "From Donor". It brings up...

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