This feature only applies when you receive donation data from your organization.
Why you might combine accounts:
| • | 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. |
Combining Accounts
| 1. | Select the contact whose account you want to move. |
| 3. | Right-click on their account #. The menu item that appears is Link Account to Different Contact….
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| 4. | TntMPD provides a list of your contacts for you to select from.
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| 5. | Select the contact and press OK . |
| 6. | 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. |
| 7. | You can see which Account # they used for each gift by right-clicking on each gift and selecting Edit Gift… |
Tip: This feature is also useful when an account is associated with the wrong contact.
Tip: You can undo a link by re-linking the account to the original contact or another contact.