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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!

Parents
  • $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!

Reply
  • $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!

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