Merging Accounts

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asked May 5, 2015 in Fundraising by asrtiop
Can we have the way you merge an account in tuition added to the fundraising module as opposed to the current way you need to merge an account in fundraising.

1 Answer

answered May 5, 2015 by Admin
selected May 7, 2015 by asrtiop
 
Best answer
To merge using account numbers in fundraising you just meed to search both account numbers in the search tab by entering both numbers with a comma in between.
commented May 5, 2015 by asrtiop
I hear that i just think it is more intuitive that when you want to merge an account you would do option merge instead of having to first do a search and then option enable merge and then merge. also why would both programs have two different ways to merge thats just asking for confusion.

my two cents.
commented May 6, 2015 by Admin
The reason for the difference is simple. In tuition its highly unlikely to need to merge multiple accounts because you usually know your parent body so we created a function for single merges one at a time and you need to write down the account number you want to merge with and reenter the number. While in fundraising multiple merges are much more common and this way you just need to select from list. You can always click the open in tuition link and merge there if its easier for you.

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