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Merging RecordsHas anyone found a way to merge two records, specifically their donations? Hi, An interesting
Sat, 02/04/2012 - 3:20am
Hi, An interesting discussion is the comment of the sentence. I think you should write more on this subject .. Thank you. resepti |
merging donations
To merge the donations from two separate records, follow these steps:
1. Decide which of the two records will be deleted/without donations
2. Select "View Payments"
3. Put cursor on donation you wish to merge and double click
4. On the top of the record, within a grey box, you will see the word "reassign" in blue. Click on the word
5. Type in the last name of the record you wish to contain the donation. A list of names fitting your selection will appear.
6. Choose the record.