How do I change the donor on an item

The donor on a bid sheet or catalog is the name of the member who donated the item.

Edit donor info

So, to change it, you go to that member's statement (check in screen) and click the Edit link at the top - there you can fix the name, phone, email or address - but of course that will change EVERY ITEM which they donated, because the donor name is part of the member, not the item.

Find or Create a new Member
If you want an item to be donated by a group or some such, you'll need to either find or make a new member with the desired name. For example, "Linda's & Lulu's Dinner" might now be just donated by "Linda Smith" and she wants it to show both names. So, using the check in screen, search for such a member to see if that's already been done, and if not, create a new member with the name "Linda Smith & Lulu Jones" (it doesn't need to be a family). Choose the phone you want calls to go to if someone gets lost, choose the address where the event is being held (or leave blank if it is a thing).

On the statement page of the new member, observe the numeric /id/xxx at the far right end of the web address (also given in the top right of the screen "online at").

Move item from one member to another
Once you have the internal member id of the member you want to move an item to, just edit the item and change the number that already appears in the "Move to MemberId:" input field at the bottom of the screen to the new member's id number and press the save button (not the nearby delete button).

These "move" and delete features only appear when you edit items signed in as administrator, not volunteer, so that's a good reason not to work as administrator if you don't need to - buttons that aren't shown can't be pressed accidentally.

The item will jump to that other member's statement as if it were entered there originally, and the usual thank you will appear - when you return to the statement, the item should be 'gone'. (That's in case you need to move several items).

That is another way of changing just a single item's name without impacting any others they may have.—

New Now that we have a co-donor feature, there's no need to create lots of 'fake' member names comprised of various group combinations. Instead, you let the person whose address is the location of the event (which might be 'the church') be the donor, and everyone else who wants their name attached to it can be a co-donor - that puts a copy of it on each of their statement too; this makes it perfect showing events on each co-host's statement.

Moving purchases

There is also a similar way to move purchases - using both allows you to remove duplicate members - sometimes "Joe & Nancy Smith" attend the auction each year, but one year they got entered as "Nancy & Joe" and purchased a lot of things. There is a Move link that appears on statements that contain purchases and/or payments, and it functions very much like the move described above. Once all of the purchases, payments, and donations for a member have been moved to the 'real' member FOR ALL YEARS ALSO, then you can safely delete the blank member from the Edit link.

(Note: This feature used to require knowing the internal member id of the target member; now you just type their name and it finds them)

Dead Members

We do not usually delete members who have moved or died, because that would also remove their history from others' statements for past years. However, we do usually blank out their email. If their spouse remains and has a separate member, we also change their phone number to all ones to 'un-link' the statements so they won't remain as a link on their statement.
New There is now an 'Inactive' checkbox you can use to hide members who have died or moved away.

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License