Merge events completely in Duplicate Management

When Merging duplicates, if both records have the same Event already, the records will not merge. We have tons of duplicates because of Events - they register and the system creates a new record. It does not recognize in lots of cases the actual record of the person invited to the Event.

So the Event record already exists on the true record of the person with Invite information like status/date. The system creates the new record based on the registration and I have to merge them.

When I click to Merge events it won't merge the responses and guest information, etc. because the true record already has the same event on its record with the invite information.

I have to edit the new record's event to add the Invite status and date. Then have to delete the Event from the true record which I can't do in Webview (only available in DB view). Then can go back to the Merge and include events and the event will then move to the true record.

This is cumbersome, clunky and time-consuming. The system should merge whatever date there in the Events on both records.

  • Ursula Stacks
  • May 14 2025
  • Reviewed: Voting Open
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  • Catherine Sumner commented
    October 01, 2025 17:24

    The steps to remove the event registration and connect it to the master record are tedious and they are prone to data disintegration. So the system needs to be able to merge the event participation automatically so the data is clean and correct. I love this idea! Thanks for submitting it.