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
For us: When merging accounts, keep the account with the msot recent ticket history because it will wipe out if merged as the deleted constituent. I don't know if this is just a glitch for us or not - hopefully this is useful to others.
Sara,
I remember that the ticket history table was different than the standard LT_TKT_HIST. I don't remember why. I can come pay you a visit and add your ticket history table into the stored proc.
Christian @ The Tech Museum
Woo-hoo! More brainpower to share with the Rep! I'll let Jean know - she'll be ecastatic!