This feature only applies when you receive donation data from your organization.
Why you might have multiple accounts for one contact:
•Two single contacts have married and combined their accounts.
•Your organization has inadvertently given this contact a new account #. (If this is the case, you may want to contact your organization and have the error corrected on their side.)
•Your contact gives both personally and through his business but you want to view the gifts together.
•Your contact has multiple, active donor accounts (for example, a husband and the wife both give, but from separate bank accounts).
•You were downloading gifts from your organization and inadvertently matched the new donor to the wrong contact
Tutorial: Combining multiple accounts for one contact OR change a donor account to a different contact
1.Select the contact whose account you want to move.
2.View your organization's information. The text of the menu item will change to your organization's name or abbreviation.
3.Right-click on their account #. The menu item that appears is "Link Account to Different Contact"
4.TntMPD provides a list of your contacts for you to select from.
5.Select the correct contact.
6.Press the <OK> button.
7.The original contact will remain in your contact list, but all gifts associated with their account # will be shown in the new contact. If you no longer need the old contact (e.g., it was a duplicate name, or the name of the single person who is now married), you can delete it. However, you may want to manually transfer any history related to that old contact as only the gifts moved.
8.You can see which Account # they used for each gift by right-clicking on each gift and selecting "Edit Gift".
Tip: One Contact with Multiple Accounts
In the Contact | View Org Info box, use "Link Account to a Different Contact" to combine two accounts for the same contact (such as a business address and a personal address). This feature is also useful when an account is associated with the wrong contact.
Read More > View Organization Info
Tip: You can undo an erroneously linked account by re-linking the account to the original contact or another contact.
Read More > View Organization Info