Logos Ministry Connect - Manage Account Registration Guidelines (Admin: How to)

In a perfect world, your donors and members would always remember their passwords and never create duplicate logins for themselves. But in reality, helping your donors to manage their accounts can be messy and complicated. The Dashboard merge routine (Ministry Connection > Manage Account Registrations) exists to help you easily resolve cases of duplicate records. Below we’ve provided a list of guidelines and scenarios to help you understand how the merge process works and how it impacts your data.

 

Instructions

 

• An individual who is already in your Logos II database does not have an existing login and creates a new login – When you select to merge the new login with the existing member record, the login will be joined to the member record and the member/donor will be able to view the details of their Logos II member record.

• An individual who is already in your Logos II database has an existing login but creates a new login – When you select to merge the new login with the existing member record, the existing login is removed and only the new login is valid. Any saved payment accounts, donation history, and defined recurring donations will be moved to the new login.

• An individual who is NOT already in your Logos II database creates a new login – When you select to add this individual to your database, the personal details entered by this individual during the account creation process will sync down to Logos II to be accepted in the Import routine. Once accepted, the individual will be assigned a Logos II member ID and will appear in your Logos II database.

• If you select New Member in error and the new record does not have any online donations associated to it – Delete the new individual record in Logos II and run your Synchronization Utility to update the web with your changes. The login created by the individual will be deleted, so you will need to coordinate with the individual to create a new login tied to the correct, existing individual record in Logos II.

• If you select New Member in error and the new record has online donations associated to it – Use the Logos II Transfer History routine (Contributions > Utilities > Transfer History) to move the contributions to the existing Logos II individual record. Check the Do you want to delete duplicate box to delete the new Logos II individual record. Run your Synchronization Utility to update the web with your changes. The login
created by the individual will be deleted, so you will need to coordinate with the
individual to create a new login tied to the correct, existing individual record in Logos II.

o Identify online contributions by checking the individual’s Contributions tab in Manage People. Online contributions are highlighted in yellow and have a CHK button in the Chk Img column that allows you to view the contribution’s Trace
Number (Transaction ID).

 

 

• If you merge a record in error – This mistake can be complicated to handle. In many
cases, the problem won’t be found until the impacted individuals notify you that they
see information from other individuals in their Logos Connect profile. We recommend
you contact Logos Support to work out how best to separate the records. It may require
programming time to fully assess the situation and provide a fix.

• An individual submits a Guest donation – A record for the individual will appear in the
Manage Account Registrations grid. For guest donations, you need to choose between
linking this contribution to an existing individual or creating a new individual record to
apply the donation to. The donation will not sync into Logos II until you have handled
the individual in the registration grid. No donor login is created or impacted by handling
a guest donation in this grid, and no future guest donations will be impacted. Each guest
donation is a completely separate event and you will need to link it to an existing
individual or select to create a new individual.

• If you cannot find the existing individual record in the Search routine – Try clearing out
the Email field and/or change the spelling of the entries in the Name fields, then click
the Search button again. The search process looks for exact matches in all three fields,
so if any of those entries do not exactly match the Logos II entries then the individual
will not be found. Misspelled names, nicknames, etc., can result in no matches being
found.

• If the email address used by the individual was incorrect – If after handling the record
you learn that the individual accidentally registered with an incorrect email address,
usually the best option is to delete the login and recreate it using the correct email
address.

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