Merge Donor Records

Post your ideas here on new features you would like to see included in future versions of the Donor Manager.
Post Reply
joyshine55
Posts: 5
Joined: Thu Sep 28, 2006 8:32 pm
Type the middle number, please (202): 302
Location: Catacamas, Honduras

Merge Donor Records

Post by joyshine55 »

Occasionally I have duplicate records for the same person, usually because the name I have in Donor Manager and the name that comes on the file from HQ may be different (Richard and Dick, John and Jack, etc.), or even sometimes I may have the wife's name, but the donation comes in the name of the husband. When I realize the mistake, I have 2 files with donations listed in both files. I also have had single women get married and then get a new file in the married name, and would like to have the two merged together. Think it is doable?
jmuehleisen
Site Admin
Posts: 737
Joined: Sat May 29, 2004 1:28 pm
Type the middle number, please (202): 202
Location: Kampala, Uganda
Contact:

Re: Merge Donor Records

Post by jmuehleisen »

That feature is already in the program. Take a look here:
merge-partners-1.gif
merge-partners-1.gif (31.02 KiB) Viewed 17906 times
joyshine55
Posts: 5
Joined: Thu Sep 28, 2006 8:32 pm
Type the middle number, please (202): 302
Location: Catacamas, Honduras

Re: Merge Donor Records

Post by joyshine55 »

thank you, thank you, thank you!!
rhonda
bpehrson
Posts: 1
Joined: Mon Dec 30, 2013 4:58 am
Type the middle number, please (202): 202

Re: Merge Donor Records

Post by bpehrson »

Is this feature still available in version 6? I don't see it anywhere.
Ben Pehrson
Team Leader
Aitape West Translation Program
SIL PNG
jmuehleisen
Site Admin
Posts: 737
Joined: Sat May 29, 2004 1:28 pm
Type the middle number, please (202): 202
Location: Kampala, Uganda
Contact:

Re: Merge Donor Records

Post by jmuehleisen »

Hey Ben,

It is still in version 6. Use the drop-down "Tools" menu (File / Edit / Reports / Tools) ... it's there in the list, about the same place as it was in Dm 5.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Post Reply