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Merging after Integration

Last post 07-09-2007 3:12 PM by Michael Sherman. 1 replies.
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  • 07-09-2007 11:36 AM

    • Michael Sherman
    • Top 50 Contributor
    • User Since: 1989
    • Posts 127
    • Organization: Sarasota Orchestra
    • Products:  Accounting for Nonprofits, The Financial Edge, The Patron Edge, The Raiser's Edge

    Merging after Integration

    Once you integrate RE and PE the merge function changes in RE. You will have to merge the whole record and then that record will be deleted. Sometimes the box office will put a donation into the spouse record and soft-credit the primary record. I wanted to merge just the gifts but this function is no longer possible. I understand that it has been filed as a suggestion to return to the RE way of merging. I've asked for the solution number and when I get it I'll post it here if you wish to add your organization to the list. Michael Sherman Database Administrator Florida West Coast Symphony
    Michael J. Sherman
    Database Administrator
    Sarasota Orchestra
  • 07-09-2007 3:12 PM In reply to

    • Michael Sherman
    • Top 50 Contributor
    • User Since: 1989
    • Posts 127
    • Organization: Sarasota Orchestra
    • Products:  Accounting for Nonprofits, The Financial Edge, The Patron Edge, The Raiser's Edge

    Merging after Integration

    Here is the Knowledgebase number: BB316430 Michael Sherman Database Administrator Florida West Coast Symphony
    Michael J. Sherman
    Database Administrator
    Sarasota Orchestra
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