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?
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 SpielerIT Development and Training Manager
Editor, Season Program BookFLORIDA GRAND opera