Constituent Merge

David Rosen $organization over 8 years ago

I have a quick question regarding a constituent merge. I have a constituent (we'll call him Jack) that has two accounts in our system. One account has all his contribution and ticket purchasing history (about 7-8 years worth). The other is an account that's linked to a household with his wife, but doesn't have much else on it. All contact info is more or less the same, except for a number that's been disconnected which I removed.

What would your recommendation be for how to merge these accounts? Should I merge his solo account with all this contribution history to his account linked to the household or should I merge it with the household itself so all the history ends up with the household? OR should I merge his household linked account to his solo account and then merge that with the household?

Perhaps there's another option? It's usually pretty clear to me how merges should work, but this one is throwing me for a loop. I'm not quite sure what exactly happens during the merge process on the back end, so I want to make sure as much information is preserved as possible.

Thanks for any feedback.

David, Colorado Symphony

Dee Dee Fite (Past Member) $organization over 8 years ago

I would merge the 2 individual accounts together. Once that merge is finished, you can move all the transactions to the household.

DEE DEE FITE | DIRECTOR OF TECHNOLOGY
dfite@indianapolissymphony.org
32 E. WASHINGTON ST. SUITE 600, INDIANAPOLIS, IN 46204-2919
OFFICE: 317-229-7080
FAX: 317-262-1159
IndianapolisSymphony.org

Sara Nemeth $organization over 8 years ago in reply to Dee Dee Fite (Past Member)

I agree with Dee Dee. In my experience, Tessitura won't let you merge an Individual record with a Household record nor will it let you merge an Individual record with a Primary affiliation into an Individual record without a Primary affiliation.
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