When merging constituents, maintain NXT information that currently disappears
With data being added both in database view and NXT, it is important that nothing is lost when merging constituents. If this continues to be the case, we'll have to alert all users to not add any of the items listed here (https://kb.blackbaud.com/articles/Article/107529) in NXT and only in database view. But if they have to go back and forth, I'm assuming they won't use NXT at all.
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Heather Heyd
- Feb 13 2017
Related ideas
Yes, we should be able to merge a record in one fell swoop from one view and all data is included. There is info that exists in the web view that is lost if you merge the records in the database view, and vice versa. This is unacceptable.
Information that is lost when constituent records are merged:
https://kb.blackbaud.com/articles/Article/107529
Duplicate Ideas:
https://renxt.ideas.aha.io/ideas/RENXT-I-813
https://renxt.ideas.aha.io/ideas/RE7-I-4103
https://renxt.ideas.aha.io/ideas/RE7-I-4178