Merge Non Constituent and Participant Records

It would be great if we could merge Non Constituent and Participant records together!!! We have tons and tons of duplicate records and it's a mess when we try to apply gifts to records.

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  • May 5 2022
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  • Janna Kerr commented
    06 Mar 19:01

    It would also be helpful to merge relationship records together! When we search in web view, we have so many non-constituent duplicates, and they are all either relationship records or event participation records. This creates a data gap because one record doesn't have all the information.

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