Hi, I am going nuts working with merges! We have had an influx of Individual Web records that I now need to merge with pre-existing Household Records.
I am trying to keep the New Individual Web record only becuase of the Web Login and merge it into the pre-existing Household record of which the Web Individual is an Affiliate.
How do I do this? I keep on getting errr messages like "cannot merge customers with two different customer group types" or "cannot merge customer with primary affiliation into one that has none"
I have tried converting the record I want to keep into household and adding the second household affiliate name but then I get the Household Merge Helper. Seems like too much work for something simple... Am I approaching it the wrong way though? Is there a way I can just save/transfer the Web Record's Online Login info?
Any suggestions would greatly help,
Thanks, George
Like some others above, we also would merge the new individual record into the existing affiliate individual, then optionally move trns, and/or logins, etc, to the household the next day (some we want to leave as is, particularly education).
All of our merges are checked for various things, by human eyes, the next day.