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duplicate records » merging records (RSS)
  • De-Duping RE 7

    Our organization is currently reviewing whether it is a good idea to have volunteers or interns with the ability to De-dupe the database. I have written a detailed process to try to explain the steps required to do this and hope they will understand the complexity of this process. However, i would like...
    Posted to Forum by Wendy Whitmire on 07-19-2011
  • Locating married constituents and merging their profiles

    Hi, My organization has a pretty good number of constituents who are married, but each spouse has their own profile. I want to work on merging those profiles, but before I do so I wanted to see if anyone was successful in creating a specific query to help find these profiles. Currently, I'm pulling...
    Posted to Forum by Teresa Battaglia on 05-19-2011
  • 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: How to track cumulative giving donors for recognition?

    Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...
    Posted to Forum by Bonnie Pearce on 02-18-2009
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