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?
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