Difference between revisions of "Merging Constituent Records"

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[[File:Merge Constituent 1.png]]
 
[[File:Merge Constituent 1.png]]
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The Merge properties box will now appear:
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[[File:Merge Constituent 2.png]]
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You have the option of merging to Constituent 1, or merging to Constituent 2. The first step is to look up the PIN of the constituent record that you wish to merge. You can type in the PIN number or click the binoculars to search for the duplicate. Once the PIN is entered, the Constituent 1 and Constituent 2 boxes are populated:
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[[File:Merge Constituent 3.png]]
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If you click the Merge into Constituent 2 radio button, the box information changes to reflect that:
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[[File:Merge Constituent 4.png]]
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Select the option that reflects the record that you wish to keep. Review the screen to verify that it is correct, and click OK. The records will merge, and you will see the updated constituent record:
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[[File:Merge Constituent 5.png]]
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Note that there are 2 home addresses on this example. The merge process brings over all addresses on the records, and if there are more than 1 designated as a particular type, it will create a second tab for the duplicate. However, you can merge the addresses by doing the following:
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Click the address that you wish to remove. On this tab, click the Menu button and select Merge address:
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[[File:Merge Constituent 6.png]]
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The Merge Addresses utility launches:
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[[File:Merge Constituent 7.png]]
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Addresses in the "Not being merged" window will remain on the constituent record. To merge the address(es), double-click to move them to the bottom window "Addresses to be merged". To keep an a
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[[Category:Name/Address]]
 
[[Category:Name/Address]]

Revision as of 17:27, 23 April 2012


The DDI Connect system allows you to merge duplicate constituent records within the Name/Address system. The merge process lets you retain all related information, including gifts, email addresses, etc. To perform a merge:


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Name/Address Inquiry
  • Look up the record you wish to merge
  • From the Constituent record, click Actions and select Merge:


Merge Constituent 1.png


The Merge properties box will now appear:


Merge Constituent 2.png


You have the option of merging to Constituent 1, or merging to Constituent 2. The first step is to look up the PIN of the constituent record that you wish to merge. You can type in the PIN number or click the binoculars to search for the duplicate. Once the PIN is entered, the Constituent 1 and Constituent 2 boxes are populated:


Merge Constituent 3.png


If you click the Merge into Constituent 2 radio button, the box information changes to reflect that:


Merge Constituent 4.png


Select the option that reflects the record that you wish to keep. Review the screen to verify that it is correct, and click OK. The records will merge, and you will see the updated constituent record:


Merge Constituent 5.png


Note that there are 2 home addresses on this example. The merge process brings over all addresses on the records, and if there are more than 1 designated as a particular type, it will create a second tab for the duplicate. However, you can merge the addresses by doing the following:

Click the address that you wish to remove. On this tab, click the Menu button and select Merge address:


Merge Constituent 6.png


The Merge Addresses utility launches:


Merge Constituent 7.png


Addresses in the "Not being merged" window will remain on the constituent record. To merge the address(es), double-click to move them to the bottom window "Addresses to be merged". To keep an a

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