Hi,
I have been asked to write up guidelines that spell out in a deatailed manner the process for merging duplicate records. We currently have four Tessitura users who are allowed to merge and we are looking at expanding the numbers of users so as to take care of a large number of duplicate records.
Does anyone have a documentthat spells out the basics of what to look for when merging that they are willing to share?
If you want to share, you can send directly to me at jhouser@omahaperformingarts.org or just post here.
Thanks, Jacob Houser
I tried to upload a PDF of our documentation, but the file size is too large to post it here. If you go to my profile page (not sure how to include a link to it from here), I've uploaded the document to My Files.
It is pretty specific to our organization's guidelines and we're in a consortium, so I'm sure there will be things that are different. The Word document includes hyperlinks. If you would like a copy of the Word document, send me an e-mail (aalbert@ocpac.org) and I will forward it to you directly, sans screen shots.
Hope this helps.
Amber