Dealing with Anonymous Households
Get set up to get rid of all anonymous households.
- Except the Household with a contact named Anonymous Anonymous.
- In the waffle, find Apsona. (If you don't see Apsona, ask me to enable your profile for Apsona.)
- Click on Apsona.
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In Apsona, click on the Accounts Tab
- Select Tabular View
- Field Set: Anonymous.v3
- Filter: Donations w Anonymous HH
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Here's the filter
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To get started, click on the little square with the arrow beside the SECOND record in the list.
- The first record is the bucket Anonymous Anonymous record for people who want their donations to remain anonymous. Skip that one.
Note the number of donations attributed to this household.
- The name of the Primary Contact will be on the page.
- The account name for the donation will be Anonymous Household.
- The game is to find the household for this individual, and put it on the donation record.
- This will take the donation away from the Anonymous Household and put it in the proper Household for the Primary Contact.
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Hover over the Primary Contact to see the Account Name associated with the contact.
Remember the Household Name so you can add it to the donation.
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You may need to change the Record Owner
I think I've fixed the owners, but the owner should be an active user. Ann Marie Sanders is our go-to owner.
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In the donation record, search for the correct household.
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Add the Household Name
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Bring up the Donations with Anonymous Households in Apsona
- Field set: Anonymous.v3
- Filter: Donations w Anonymous HH
- Click on the small box just left of the first entry. This will bring up the donation.
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