Switching on account money to a different CID

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

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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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

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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!