The ability to custom select what field value should be primary when merging constituent records

In other CRM platforms, when merging duplicate constituent records, I have been able to select what field value should be "primary". For example, I was able to tell the system to use the "most recent" email address or phone number for a constituent. Currently RE-NXT defaults to the oldest field value as the "primary".

  • Guest
  • Mar 10 2026
  • Attach files