Merging Constituents

If you end up with two records for one constituent you can use the constituent merge feature to merge the records into one - you need to be in the system admin role to use this option.

This is how it is done

  • Find the constituent record you want to keep - this is the target constituent
  • From the manage menu select the 'Merge Constituent' option
  • The Merge Constituents form will be displayed, find the source constituent - this is constituent whose details will be merged into the target constituent
  • Press the merge button to merge the records

 The merge is performed as follows:

  • For details on the constituent profile -
    • if a piece of information is empty on the target but present on the source - then it will be copied over - for example if the date of birth was empty on the target but present on the source it will be copied over
    • if a piece of information is present on both the target constituent and source constituent then the target constituent value will be kept and the source information lost
  • Addresses - we will not try and merge addresses - this means
    • if an address is empty on the target constituent but present on the source constituent it will be copied over
    • if an address is present in both target and source constituents then it will not be copied 
  • Email and phone numbers are copied into spare empty fields - for example the preferred email from the source constituent might become the alternate email on the target constituent if the target already has a preferred email address but no alternate email 
  • Communication preferences & list overrides are not changed on the target constituent by the merge - so you should compare these before the merge
  • Social media ids and tags will be copied to the target constituent from the source constituent if they don't exist on the target
  • Timeline entries and connections from the source constituent are added to the timeline and connections of the target constituent
  • If you merge an Individual with Group Constituent you will lose the personal tab as this information does not occur on a Group Constituent

Important Notes:

If there is an organisation is being merged and contains a linked main contact, this contact needs to be un-linked prior to the merge taking place. If the contact is required thereafter, it can be re-linked. Not un-linking a main contact will result in a Main Contact at being left within Other Connections which will loop back to the record currently being viewed.

Once the merge is performed the source constituent is deleted - an activity is added to the target constituents timeline with the date of the merge

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