When merging duplicate profiles, any saved payment methods on the removed profile are permanently deleted. For security reasons, payment details are never transferred between individuals. However, removing these payment methods can unintentionally interrupt recurring donations, donations pending bank verification, or Text2Give setups.
To help prevent surprises, the duplicate detail screen now shows indicators on each profile highlighting whether they have saved payment methods, active recurring donations, Text2Give enabled, or donations pending bank verification.
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If the profile being removed has any of these, you'll see a warning explaining that payment methods won't transfer and that a new payment method will need to be added for recurring or Text2Give donations to continue processing.
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The same indicators will be visible if you access the merge action from an individual profile. Here is an example where one person has a donation awaiting bank verification rather than an active recurring donation:
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Saved payment method indicators are visible to anyone with a People Manager role. Indicators for recurring donations, Text2Give setups, and donations pending bank verification are visible to those who also have a Giving Administrator or Giving Bookkeeper role.
These indicators make it easier to spot potential issues before completing a merge, helping avoid disruptions that could require donors to re-add their payment method—something that can be especially frustrating when bank accounts are involved. Since saved payment methods can be used in Registrations as well, this is helpful for congregants who pay for events too.
We hope this makes merges a little smoother and keeps giving uninterrupted for your donors.
💛 The Giving Team