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. . .
John,
I believe the default is to allow two accounts with active memberships to merge. Its likely something in your local procedure has been altered to prevent this from happening, which in my opinion is not a bad thing. Merging accounts where both have memberships can be messy if you're not careful. Generally I try to avoid it when possible.
Dale
Dale,
I suspect we had a reason for our setup at some point. I can imagine a rude burp from a merge bringing down a manually manipulated honorary boost. What else ought I to imagine?
Its been so long since I've merged two accounts with active memberships, I can't remember the actual results. I just remember not being happy, probably because I didn't know how the merge dealt with the different fields. I recommend testing if possible.
Some things I would look for: if you have two memberships with two different exp dates, I'm guessing the exp date from the keep account is the one that is kept. In some cases that would obviously be undesireable so some manual adjustment would be necessary before you schedule the merge. Obviously, this applies to the other dates involved as well. Not sure what happens to the Recog amt but would assume the numbers are combined. As far as status/trends go, again, I would do some testing. I can't remember if they are kept from the keep account or if they are somehow "recalculated".