We have a member who was re-baptized this past year. He made contributions the entire year, but they show up in two spots, one as a non-member and the other as a member. Can we combine these entries to print one statement?
Thanks.
CC
Charleston, SC
Combining donation amounts into one statement
Re: Combining donation amounts into one statement
The combining is done by merging the nonmember donor record with the member donor record. In MLS go to Finance > Add/Update Donors. Then click the Merge Donors button. The "From Donor" should be the nonmember donor record while the "To Donor" should be the member donor record.
Re: Combining donation amounts into one statement
I tried this, but every time I select the "From" member, it shows the non-member record. When I select the To Donor field, the Member record is not displayed nor recognized.
Re: Combining donation amounts into one statement
I think I found out why. The member is no longer a member of our branch, but has moved. I can no longer merge his non-member record with his member record. (Bug?)