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. . .
Here is what happens the memberships when two constituents are merged (from the Managing Duplicate Constituent Records document):
Merge memberships by determining which side of the merge has the highest current level in each membership organization. If both sides have the same current level, then the procedure finds the side with the expiration date furthest in the future. The winner of this decision then has all membership information retained. The other side of the merge has all membership records marked with status Merged. If neither side has a current membership, then the keep record’s membership rows are retained in the original status and the delete record’s membership rows are marked with status Merged. If the keep record does not have a membership but the delete record does, the delete membership is added to the keep record.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Thanks Kevin!
I keep forgetting that there is now amazing documentation on just about everything!
Some days I'm still in 2003 when the only way to figure things out was to test them.
Dale
Kevin posted exactly the paragraph that sent me to this forum to seek advice.