mkeamo wrote:I created a temporary new donor for him. Is there someway I can connect it to his record if he keeps paying in our branch?
There should be a temporary (out of unit) record for each of the out of unit leaders in the ward as russellhltn stated. If there is a properly recorded out of unit leader record for each member of the bishopric then their names will be available to add to the donor list when the name does not appear after typing it in the "Donor:" text box on the donation screen.
[Disclaimer: The following was tested using the test data rather than actual data.]
If a member's name, or in this case an out of unit leader name, does not appear on the donor list, it can be added. This is done by clicking the magnifying glass icon next to the "Donor:" text box and then clicking the "Add" button on the "Select the donor" pop-up. There will be a pop-up asking "Is the new donor a member of your unit?". Click the "Yes" button. The "Select the individual" pop-up will display a list of ward members that should include all out of unit leaders properly entered into MLS. This is also a quick way of adding member children to the donor list for their first donation while processing donations.
How did you create the temporary new donor record? If the temporary donor record was created as either "Member of another unit", "Another unit", or "Not a member/Miscellaneous", then you should merge the temporary record with the out of unit member record. An out-of-unit donor record and out of unit member record are two different records. An out of unit member record will appear as though the out of unit leader is a ward member in the finance section of MLS. As such it can be handled like any other ward member for whom you have membership records for the purpose of creating a donor record.
mrrad wrote:Anyone may donate in any ward they choose, no matter where their membership records are. Fill in all the donor record information you can when adding them as donors in MLS.
This is correct. However, they should be added as "Member of another unit". MLS does not currently have provision for entering the MRN for a member of another unit. But out of unit leaders will have their MRN recorded in their out of unit member record. That is why they should be added as "Member of unit".