Add Alias on Merged Records

It would be very helpful to have NXT automatically add the RE ID of the source record as an alias in the target record when doing merges. We should also be able to delete the source records during the merge rather than having to run static queries and delete them in database view.

  • Nancy Plotkin
  • Jan 28 2022
  • Reviewed: Voting Open
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  • Rebecca Colglazier commented
    25 Nov 17:18

    Currently, when a duplicate is merged, we manually add the old RE ID into the alias field. We do this so that if a gift is made to an appeal with the duplicate REID after the record is deleted, we can still track that gift/appeal back to that constituent.

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  • Jennifer Watson commented
    06 Jun 19:00

    I just merged 5 records in webview, trying to become more comfortable with that. As part of our process, we add the REID of the source record to the target record as an alias of "Merged REID". I almost forgot to do that. With the improved merge tool in webview, it is my understanding at the time I am adding this comment that all db view data and webview data is now merged via webview. It would be nice to have this feature at least as an option to select prior to actually merging the records.

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