Preparing for Statements - Set To Individuals | Scribe

    Preparing for Statements - Set To Individuals

    • Chuck Robinson |
    • 17 steps |
    • 59 seconds
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    **Stmt: Set to Individual** – These donors should get individual statements because they are Other Adults or because they are Companies. Use the Assign Tool to set them to Individual.  (A Guest Child in a Household should also have his/her record set to Individual.)
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    Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
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    Click "Contributions"
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    Click "Donors"
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    Change the view in the Views dropdown
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    Click "Stmt: Set to Individual"
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    Click a record to review
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    Click "Donations" tab
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    Notice this individual over the age of 18 and marked as "Other Adult" within a Family (thus a Family Statement) has current year donations. Review the donations by clicking them and making sure each donation was assigned to the correct donor. If this is the correct donor you will need to proceed to the next steps.
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    Click "Close" to return to the Donor list
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    Select this checkbox to select this donor's record
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    Click "Actions"
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    Click Assign (if available based on permissions).
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    Select the Stmt Type checkbox
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    Click this combo field.
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    Click "Individual"
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    Click "Assign"
    alert ordinal icon
    Alert! Make sure you are only mass assigning 1 record. If there are more records than that reported in the popup window please CANCEL the operation, go back to your Donors and unselect all the other records. If you do not know how to do this please stop and read... <https://kb.ministryplatform.com/kb/ministryplatform/the-basics/selections> ...or contact [[email protected]](mailto:[email protected]). Using the Assign tool without caution can be detrimental to your data.