CUBS Message Section 3.5: "Donors"

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
lajackson
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Post by lajackson »

gholt wrote:I was over at the church and I got a message from SL saying that you can go into the view update donors. There is a option that you can show the donor's spouse on the year end donation summaries.

When I printed of these reports, it showed the main donor and then it showed their spouse on the line below it.

I think this will resolve the issue we are having in our ward. I thought I would pass this along.
Thank you for the update. Did this appear to be a general setting, or is it selectable for each summary?

And yes, I think this will settle down some folks here.
gingus
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Post by gingus »

lajackson wrote:Thank you for the update. Did this appear to be a general setting, or is it selectable for each summary?

And yes, I think this will settle down some folks here.

It is a general setting for each donor. So, you have to go into each donor and there is a checkbox that allows one to check. I think it says something like Connect Spouse, or something like that.
ChuckP
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Post by ChuckP »

Merry Christmas to all.

GHolt indicated "I was over at the church and I got a message from SL saying that you can go into the view update donors. There is a option that you can show the donor's spouse on the year end donation summaries."

I went to try this out today and went to "Finance", "Add/Update Donors" and could not find the option that was indicated. Can you provide me with a better mapping to that specific capability? I am on MLS version 3.2.4 and was wondering if this might be a feature of 3.3?

Thanks.
gingus
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Post by gingus »

Here is the MLS version we have 3.3.0_19389

But, I checked it today and it still shows the field Show Spouse on donor report, right below the name. So, you may need to update to the more current MLS.

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