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Membership Contributions merged accounts

John Trimble
$organization

The documentation seems to say that two accounts with active memberships can be merged, but we get a n error message popup if both accounts have membershiops.  We have to delete a membership to merge the accounts.  Once the merge is completed, the contribution(s) for the deleted membership show up in the merged account's contributions tab but not in the contributions pane of the membership. 

Is what we're seeing normal Tessitura behavior?  Maybe we've overlooked a setting?

We seem to be processing more merges lately due to web contributions generating duplicate accounts, and we'd love to find a way to make the membership data on merged accounts more accurate. .  .

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  • Former Member
    Former Member $organization

    I will add here that when 2 accounts are scheduled to be merged, the localized procedure LP_VALIDATE_CUST_MERGE is executed.  This procedure is designed to allow each site to implement code that would preclude 2 accounts from being merged under specific conditions defined by their business rules.  This procedure has sample code included as a guideline, and one of the sample conditions is to disallow the merge of customers that both have active memberships. 

     

    Bob

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Susan Zukov
    Sent: Thursday, January 06, 2011 5:42 PM
    To: Robert Bell
    Subject: Re: [Tessitura Technical Forum] Membership Contributions merged accounts

     

    I'm not sure if this helps, but we deactivate rather than delete the memberships so the contributions stay connected to the merged membership.

     

    From: John Trimble <bounce-johntrimble1648@tessituranetwork.com>
    Sent: 1/6/2011 4:14:12 PM

    The documentation seems to say that two accounts with active memberships can be merged, but we get a n error message popup if both accounts have membershiops.  We have to delete a membership to merge the accounts.  Once the merge is completed, the contribution(s) for the deleted membership show up in the merged account's contributions tab but not in the contributions pane of the membership. 

    Is what we're seeing normal Tessitura behavior?  Maybe we've overlooked a setting?

    We seem to be processing more merges lately due to web contributions generating duplicate accounts, and we'd love to find a way to make the membership data on merged accounts more accurate. .  .




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • Former Member
    Former Member $organization

    I will add here that when 2 accounts are scheduled to be merged, the localized procedure LP_VALIDATE_CUST_MERGE is executed.  This procedure is designed to allow each site to implement code that would preclude 2 accounts from being merged under specific conditions defined by their business rules.  This procedure has sample code included as a guideline, and one of the sample conditions is to disallow the merge of customers that both have active memberships. 

     

    Bob

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Susan Zukov
    Sent: Thursday, January 06, 2011 5:42 PM
    To: Robert Bell
    Subject: Re: [Tessitura Technical Forum] Membership Contributions merged accounts

     

    I'm not sure if this helps, but we deactivate rather than delete the memberships so the contributions stay connected to the merged membership.

     

    From: John Trimble <bounce-johntrimble1648@tessituranetwork.com>
    Sent: 1/6/2011 4:14:12 PM

    The documentation seems to say that two accounts with active memberships can be merged, but we get a n error message popup if both accounts have membershiops.  We have to delete a membership to merge the accounts.  Once the merge is completed, the contribution(s) for the deleted membership show up in the merged account's contributions tab but not in the contributions pane of the membership. 

    Is what we're seeing normal Tessitura behavior?  Maybe we've overlooked a setting?

    We seem to be processing more merges lately due to web contributions generating duplicate accounts, and we'd love to find a way to make the membership data on merged accounts more accurate. .  .




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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