How do you manage donor records that have a donation in the membership history that has a status of 'merged'?
If I deactivate it and it is supposed to be active, then nothing appears on the header and I would have to add a new membership, which is not advised. I have a donor whose donation was merged recently...maybe there is something that we need to change in our merge process? Anyway, the donation is supposed to be active and when I pull a report using this membership level, this donor will not show up. In addition, this donor just downgraded and the membership history is referencing the previous year's level so they are showing up on that report as a lapsed donor, not to mention that is what is referenced in the header.
Any advice?
Thank you - Elisha
We are also seeing this issue at the Dallas Opera. Any advise would be appreciated.