What's your experience with this software?

Been geting requests to merge records together - many are spouses who have their own record (still don't have a hard-and-fast business rule regarding when a spouse gets his/her own record (If anyone wants to comment on that ...)). But I notice the spouse has events on the record (of course, no one...

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...

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...

When merging records together, if I use the "specified criteria" fields, I get a lovely list of duplicates to merge together. It always pre-selects the primary record to merge the duplicate into, and it always selects the oldest record as the primary. I need to keep the Newest record as the...

I'd agree with you, Deldee, that merging would not be the best thing. You would not be keeping accurate donor records by only having one record. For your two records, is one a corporate office/HQ/parent co. location or is it a business that just operates out of two cities? If it's a corp office...

Note: Names given in the post are ficticious names in order to protect all constituents' privacy and personal information. I've been doing some database maintenance and came across a constituent record (John A. Smith) who had a duplicate record with just his name (John Smith) and another duplicate...

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...

I've been working on getting our database streamlined and have already come across quite a few duplicate records. A couple of these constituents with duplicate records had a "Miscellaneous Donation" appeal tagged on each record, but the funds associated with that appeal were different for...

Hi! We've managed to work through most of the merge process for organization records but we're still stuck on what to do about former employees. We have noticed that if you merge Company B into Company A, all the employees of Company B - former and current - now look as if they work or have worked...