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Switching on account money to a different CID

Anna Blanton
$organization

Every once in a while I have issues with members forgetting their online login information and end up creating a duplicate CID and donating money through it. This puts their donation on account on the dupicate CID and not the one with their previous giving history. Is there a way to move on account money between CIDs?

  • $organization

    Hi Anna,

    I've had this problem happen at a few places I've worked.  If you merge the IDs before booking the money that is On Account, the money will stay On Account and end up on the ID that you want to keep. You can then book it to the account with all of the correct history.

    Frannie

  • $organization

    If I understand you correctly, you need to find out who in your organization handles merging accounts. When you merge two customer accounts, the kept id replaces the lost id for all transactions, customer service issues, payments, orders, gifts, memberships, and the rest. If there are active memberships in both accounts, it gets a little complicated. For that reason, it is our practice to try to keep membership money on account until all accounts built online have been checked (via procedure) to see if they are duplicates.

     

    Lucie

    _____________________________
    Lucie Spieler
    IT Development and Training Manager

    Editor, Season Program Book

    FLORIDA GRAND opera

  • $organization

    We have not found a way to do this.

     

    1. If both records are “Individual” records for the exact same person, then we merge the records and apply the contribution.
    2. OR – we apply the contribution as normal on the new CID and then merge after.
    3. If one record is a HH and the new one is an Individual, then we affiliate the Individual with the HH and “move transactions to HH”.
    4. A few more steps are involved and should be sequenced, if
      1. the records are 2 different individuals within the same HH
      2. the contribution is a payment on a pledge
      3. if the HH already has the same individual affiliated

     

    Feel free to give me a call if you need to discuss further. J

     

    Marie

     

    --

    Marie Kocher | Development Assistant

    Kansas City Ballet

    Todd Bolender Center for Dance and Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816-931-2232 x 1382 | 816-931-1172 (fax)

     

    Buy tickets and enroll for classes: www.kcballet.org

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Anna Blanton
    Sent: Monday, November 26, 2012 10:17 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Switching on account money to a different CID

     

    Every once in a while I have issues with members forgetting their online login information and end up creating a duplicate CID and donating money through it. This puts their donation on account on the dupicate CID and not the one with their previous giving history. Is there a way to move on account money between CIDs?




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  • $organization

    You could transfer the money to the good account via a "gift certificate", if that payment method is available, and then merge the accounts as usual.