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duplicate records » individual relationships (RSS)
  • Merging or Deleting Nonconstituent Records

    I've noticed a couple of constituents in our database have nonconstituent relationship records as well. It would seem that whoever entered that data didn't know about being able to convert a nonconstituent relationship record into a constituent record and just manually added that nonconstituent...
    Posted to Forum by Zachary Moreland on 09-15-2010
  • Re: Individual versus Organization

    [quote user="Cara Scarmack"] Hello, I am writing to see how other organizations have tackled the individual versus organization conundrum. It's as if the two record types are of two different universes. I consistently need to pull two different queries for literally every list I generate...
    Posted to Forum by JoAnn Strommen on 01-15-2010
  • Linking a Company Gift to a Particular Contact Among Several Contacts for the Company

    How do you link a contact (individual relationship to a company) to a particular gift. For example, we have a company donor with multiple office locations and contacts. I can designate contacts as a type, but I can't differentiate between the gift and which contact gets the acknowledgement letter...
    Posted to Forum by Dana Brown on 06-23-2009
  • Individual Convio profiles/RE records...

    We are currently in the process of deploying the Convio DataSync and have come across an issue for which I am hoping someone found a solution for. Has anyone figured out how to make a Convio profile match a record in RE which also contains a spouse? It would be a major overhaul for us if we had to create...
    Posted to Forum by Ray Mauder on 06-10-2009
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