What is Kept and what is Lost in a Customer Merge

Former Member
Former Member $organization

**Copying this from the Tessnet Technical list-- on behalf of Lisa D. McColgan**

 

Hi all -

   We have a question regarding merging constituent records in Tessitura — specifically, what is kept and what disappears when two records are merged.

   A staff member here scheduled a merge in the system.  We had two records with the same address, only one was under the wife's name and the other was under the husband's (they have different last names).  The record to be kept was the wife's (as she is in the pipeline to be considered as an Overseer), but we assumed that the husband's name would be kept in some area of the record once the merge happened.  This was not the case.  Can someone confirm or explain what exactly is "lost" when two records are merged?  Thanks!

 

-Lisa

 

Lisa D. McColgan
Huntington Theatre Company
Office of Development
264 Huntington Avenue
Boston, MA  02115-4606
(617) 273-1546



[edited by: Kristin Tigart at 3:34 PM (GMT -6) on 26 Mar 2009]
Parents
  • Just to add, look at audit history in the Transaction tab. This records changes in the constituent record.

    And if you've merged and didn't think about which email to keep primary, you can sometimes figure it out by looking at the Login record in Addresses -- the one with the most recent activity is a good bet for the primary.

Reply
  • Just to add, look at audit history in the Transaction tab. This records changes in the constituent record.

    And if you've merged and didn't think about which email to keep primary, you can sometimes figure it out by looking at the Login record in Addresses -- the one with the most recent activity is a good bet for the primary.

Children
No Data