Just wondering if those sites that have been up on v.11 have developed some rules/guidelines for when to use Convert to Household vs Move Transaction.
I mainly see the Convert to Household being used when there is more than just Transaction that need to moved such as events, activities, and salutations as well as Affiliations/Associations.
Move Transactions is used when only transactions and related records are involved.
Thanks
Convert to Household is what you use when you have an individual, and you find out that there is another individual who belongs with him/her in the same household. You take the first individual and use Convert to Household (which moves the information from that individual into the household record, then creates an affiliated A1 individual who has the same name as the original person). If you then take a second individual who already exists in the system, and add that patron as the A2, you might need to use Move Transactions for the A2 individual so that all transactions go to the household. That’s what we’re doing, anyway.
Lucie
_____________________________Lucie SpielerIT Development and Training Manager
Editor, Season Program BookFLORIDA GRAND opera