Overview

You may face an issue where one of your constituents with a relevant Constitut ID pays for a new membership, however the service center record for that transaction shows the constituent's name as "anonymous". You want to update the service center record to the constituent's proper name and add the payment to the accounting activity on the CRM record. 

Solution

Please contact support with the following information: 

• Constitut ID of the relevant Constituent
• The correct name and email address of the Constituent
• The Service Center Record for which the Constit ID and Constit Name are incorrectly displayed
• Relevant payment information

We will update the system from the backend to reflect the correct constituent and payment details. 

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The transaction will be completed with "Anonymous" Constit in the Service Center Record:

You will be unable to edit this information directly via the UI:

Follow the steps outlined below in the Progress Editor to resolve the issue: ​

1. Find the correct Constit Name and Constit ID 

1. From the GoMember Enterprise Home page, click the Find a Person quick link
   
   
   
2. Enter the Constituent's Name or ID as specified by the customer in the ticket, then click the Go button to locate them
   
   
3. If a list is returned, click the ID or Constituent name to open the record in a new window, e.g:
   
   
   
4. The Constit ID and Name respectively to be used in the next steps are highlighted in the red box below, make a note of both of these: 
   ​

2. Update the Payment Entry: 
Run the following code in the Editor, where Name refers to the full name of the relevant Constituent as it appears on the payment record shared by the customer:

FOR EACH payment WHERE cc-ck-name = "Name" EXCLUSIVE-LOCK:
        DISP payment WITH 1 COL WIDTH 600.
        UPDATE sort-name constit-id.
END.

Once the Procedure Editor - Run opens, update the values for the fields Constit ID and Constit Name to their appropriate values as found in Step 1: 

3. Update the Membership Billed Headers: 
Run the following code in the Editor:

FOR EACH mbheader WHERE constit-id = '000000' EXCLUSIVE-LOCK:
        DISP mbheader WITH 1 COL WIDTH 600.
        UPDATE sort-name constit-id.
END.

Once the Procedure Editor - Run opens, update the values in the "Bill To" and "Sort Name" fields with the proper values of Constit ID and the Constit Name respectively as found in Step 1:
 ​

4. Get the Invoice Number: 
Run the following code, where ID refers to the correct Constit ID found in Step 1: 

FOR EACH mbheader WHERE constit-id = 'ID' EXCLUSIVE-LOCK:
        DISP mbheader WITH 1 COL WIDTH 600.
END.

Once the Procedure Editor - Run opens, note down the value in the "Invoice Number" field: 


5. Update the Invoice: 
Run the following code, where invoice number refers to the Invoice Number found in the previous step:​

FOR EACH open-item WHERE open-item-number = 'invoice number' EXCLUSIVE-LOCK:
        DISP open-item WITH 1 COL WIDTH 600.
        UPDATE sort-name constit-id.
END.

Once the Procedure Editor - Run opens, update the values in the "Bill To Constit" and "Sort Name" fields with the proper values Constit ID and the Constit Name respectively as found in Step 1:


6. Update the GL transaction:​
​Run the following code, where invoice number refers to the Invoice Number found in the step 4:​

FOR EACH gl-trans WHERE open-item-number = 'invoice number' EXCLUSIVE-LOCK:
        DISP gl-trans WITH 1 COL WIDTH 600.
        UPDATE sort-name constit-id.
END.

Once the Procedure Editor - Run opens, update the value in the Constit ID field with its appropriate value as found in Step 1.


7. Update the Service Center Record: 
Run the following code, where SCRecord refers to the service center record number which needs to be updated for the customer. 

FOR EACH svheader WHERE sctrans-no = SCRecord EXCLUSIVE-LOCK:
        DISP svheader WITH 1 COL WIDTH 600.
        UPDATE constit-id sort-name caller-id c-sort-name.
END.

Update the Billing Constit and Caller ID fields with the correct Constit ID, and the Sort Name and Caller Sort Name fields with the correct Constit Name. 

Testing

The Service Center Record should now show the appropriate Constit Name and Constit ID. The Payment Invoice and the Membership Billed Headers that are present on the Person record page found by using 'Find a Person' should also now show the appropriate Constit Name and Constit ID. Please note that it is typically not recommended to adjust data in this manner, so you should let customers know the same, and inform them that they can test and get back to you if they notice any issues.

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