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Merge Households?

Brooke Erdmann
$organization

Hi folks, I have a weird merge situation: Let's call him John Michael Smith. He has two household accounts. 

One of the households looks perfect in that it has all the contribution history, research notes, attributes and historical ticket history. Looks as it should:

  • John Michael Smith household: John M. Smith + Susan Smith

The other household has more recent ticket info but nothing else except address and email. Also it lists his name twice under the individual accounts. Looks like:

  • John Smith household: John Smith + Michael Smith

I can't merge the households and truth be told I'm pretty uncertain still about *uncoupling* households. I worry about losing the ticket info since it's attached to both household. Is there something else I can do here?  

Thanks, community!

  • $organization

    Since typing this up, I have scheduled merges so that those two individual accounts (John Smith + Michael Smith) merge into the main John M. Smith account under this household: 

    • John Michael Smith household: John M. Smith + Susan Smith

    So, John Smith and Michael Smith were merged into the John M. Smith individual account.

    Once those merges go thru, perhaps I will then be able to merge households? Not sure. Still hoping others have run into this issue and that I'm doing the right thing! And if I figure this out by myself hopefully I will help others. Thanks, again!

  • Former Member
    Former Member $organization

    Why can't you merge the households? If you type in the HH ids there should be a Household Helper that pops up. After that merge is processed you should merge Michael Smith into John Smith.
    https://www.tessituranetwork.com/Help_System_v151/Content/Duplicate%20Management/Scheduling%20Merges.htm

    You could go the long way. Convert the John & Michael Household to individuals, merge all those into one record, merge that record with the better John Smith, then transfer everything to the household.

    I would assume this happened because someone was cleaning up records and saw two Smiths at the same address. (he probably made himself accounts online) Do you add aliases to accounts? That may help in the future. 

    Ann

  • $organization in reply to Former Member

    So, after I merged the two extra Individual accounts into the main Individual account it then allowed me to merge the households! I wish I had taken a screenshot of the error message for you when I first tried to merge the households but I did not... I want to say this problem is solved but I will circle back if something pops up. Thanks so much!