When merging databases from different centers we've found duplicate/triplicate records. Obviously we need to merge records.
Does anyone have an opinion regarding which record takes priority? For example, do records with ticketing or donor information take priority over records with more limited information? If you can share your thoughts regarding prioritization orders (or anything we need to look out for), we'd be grateful.
Thank you. I will also post on the Marketing Forum.
Elizabeth Weisser / eweisser@92y.org / 212-415-5596
When I merge records, I usually merge them into to the record has the most information. If the older record doesn’t have much information in it, I merge it into the newest record. I do have one group that has requested that if the record has their season orders in it it takes priority so that the constituent number stays the same. The ticketing order usually takes priority over the donor ones. I have found that, for the most part, donors usually have lots of tickets in their records.
Trudy Guest,
ArtTix Systems Administrator
801.323.6969