Automatically add a note when records are merged.

Blackbaud's eTapestry automatically adds a note when records are merged and it contains a text version of the constituent fields from both records - would like something like this.

  • Kristen Noe
  • Jan 22 2020
  • Reviewed: Need Further Info
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  • Victoria Schonfeld commented
    August 27, 2020 14:05

    Yes please! When I merge records through merge-o-matic it automatically provides a note which tells me who made the merge, and what was on the original record. It's incredibly useful to be able to have access to both of those pieces of information, so you can follow back up with users if there is a merge problem, and then fix the problem yourself.

  • Kristen Noe commented
    January 31, 2020 18:57

    Ron - Audit trail sounds great. Primary goal (for me, at least) is for there not to be nothing if the person merging didn't take the time to make any helpful notes about the merge. Speaking from past experience, where the merge might have been days, weeks or months in the past, so the dup is long gone. Thanks!

  • Ron Fontenot commented
    January 30, 2020 12:20

    Kristen - Working through a few more thoughts here:

    -Let's say a merge occurs; typically the Source record is going to get deleted. In this case, understanding what was on the dupe record could help you recreate it if needed. This speaks to audit trail, IMO.

    -If you caught that the merge should not have happened, but you haven't deleted the dupe, what you'd want to do is reverse the merge. This is something a little different and wouldn't necessarily require an audit trail.

    Agree? Additional thoughts?

  • Kristen Noe commented
    January 28, 2020 16:43

    Ron - Yes, that would work, as long as it's somewhere a non-admin or someone not very "database savvy" could see it to at least know there had been a merge. And not just for changing after, but in case maybe the records should not have been merged in the first place, some of the info from the merged record can be seen somewhere.

  • Ron Fontenot commented
    January 28, 2020 13:24

    Kristen - I'd replay that as "I'd like a audit trail of the state of the records pre-merge, in case I need to change something after the fact". That sound correct?