Merge account in Fundraising

0 votes
51 views
asked Jun 15, 2017 in How To by TM
is there an option to merge 2 accounts also in fundraising ? as i don't see it by options dropdown list.

thanks

1 Answer

answered Jun 15, 2017 by yczehn
edited Jun 18, 2017 by yczehn
 
Best answer
by options select Merge Account Option, Then by the 1st tab "Search" enter the criteria that matches both accounts then you can click on Merge, the fist account you click merge will be the main account.

There's also a screen where you can find all possible duplicates, Entries > Duplicates, click on show duplicates, if you want to check just on a group of accounts you can query in the report screen and click use report selection and then click "Show Duplicates"

Let's Welcome our New Members

  • blschwartz of Yeshiva Bais Binyomin - Mar 18, 2019

  • Nlink of Yeshiva Bais Binyomin - Mar 18, 2019

  • yachet of Beth Jacob of Boro Park - Mar 13, 2019

  • Shalom of Cong. Noiam Mgodim - Mar 12, 2019

  • mosdosbelz of Mosdos Belz - Mar 11, 2019

  • YosefAltman of Belz LAkewood - Feb 27, 2019

  • mlipschutz of YTT - Feb 19, 2019

  • gz of Bobov 45 - Feb 18, 2019

  • S. Bayer of Bais Malka Monsey - Feb 14, 2019

...