Hello,
Does anyone have any insight on how to "unmerge" a record, can it be done? There is a record in our database that was incorrectly merged last year into another constituent's record, this may have occurred becuase the same name existed in both records but it is in fact, two separate constituents. There are membership and annual fund contributions on this record pertaining to both individuals, but it's difficult to discern which membership and annual fund contributions should be designated to each individual. Is there a way to "unmerge"?
Hi Kimberly,
I am assuming that this record is part of a household account? If so, you could always convert the household account into two individual ones. However, if you choose do to it this way, the account history (tickets, contributions, etc.) goes to one person or the other. I am not entirely sure you can "pick and choose" what part of the household history can go to what individual record at this time.
If you decide to split the household, that function is performed on the household constituency, and select the constituents menu item at the top of the screen. Select household operations, then convert to individual.
Does this help?
Cheers,
Beth Jones
Patron Services Manager
Broadway Rose Theatre Company