Hi all,
We have all transactions go to the household if one exists. We have just realized the following:
1) When you convert an individual into a household, the new individual created is not made the initiator of any contributions or transactions as a result.
2) When you add another individual into the household and run constituents → household operations → Move Transactions to Household that this individual is made the initiator of all orders and contributions that were not assigned an initiator.
Obviously, this is not the proper state of affairs. I understand this is a known issue and that is supposed to be fixed in 12.5 but our users would like a fix faster than that now that we are aware of the situation.
I am reaching out to the group to see if anybody has built a plugin to deal with this situation. We would be very grateful if you have done so to share it with us.
Thanks for reading!
Matthew Hoyt
Saint Louis Symphony
Normal 0 false false false EN-US X-NONE X-NONE