Merge Donors - nonmember to out-of-unit

Discussions around using and interfacing with the Church MLS program.
Post Reply
New Member
Posts: 4
Joined: Fri Aug 16, 2013 6:16 am

Merge Donors - nonmember to out-of-unit


Post by Stillglade »

We receive a number of donations mainly for contributions to missionary funds from people in other states. The donor records were entered into the system as nonmembers (as all we had was a name and an address). With the new tithing slips, we have membership record numbers now. It wasn't possible to update a record from nonmember to out-of-unit so new donor records were created as out-of-unit donors using the record number. However, the merge donors feature does not allow you to select an out-of-unit donor to merge into. Being able to merge donor records from nonmember to out-of-unit would be a great feature we could make use of.
Community Administrator
Posts: 31327
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Merge Donors - nonmember to out-of-unit


Post by russellhltn »

It's not possible to change a nonmember donor to something else?
Have you searched the Help Center? Try doing a Google search and adding "" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
Community Moderators
Posts: 8721
Joined: Mon Mar 17, 2008 12:30 am
Location: USA, TX

Re: Merge Donors - nonmember to out-of-unit


Post by jdlessley »

russellhltn wrote:It's not possible to change a nonmember donor to something else?
I have tried to deal with this issue before. I got no response from headquarters using the MLS messaging system that was of any value. Telephone contact with LUS only garnered a response to create a new donor record for the donor once the MRN was provided. There is no way to merge a nonmember donor record with an out of unit donor record - or at least it is not possible locally. There is also no way to add a MRN to a nonmember donor record to change it to an out of unit donor record.
JD Lessley
Have you tried finding your answer on the Help Center?
Posts: 67
Joined: Sun Jul 06, 2008 2:00 pm
Location: United States, Utah, Logan

Re: Merge Donors - nonmember to out-of-unit


Post by slmsz20 »

I contacted MLS Clerk support on this issue as well. They told us there is no way to merge records this way, but they said they would forward this to the tech guys. The only way I've been able to get around it, is to create a new out-of-unit record with the MRN and then reassign any donations made to the nonmember record to the new record (a big pain if you don't catch these early). The donation slip was changed specifically for the out-of-unit member donations (Missionary Support etc...), but the system does not support entering these very well, at least not if you have to make changes later.

If everything goes well, the out-of-unit member should see all their donations to your unit on their tax statement they receive at the beginning of the year.
Post Reply

Return to “MLS Support, Help, and Feedback”