Hi all -
We just moved over into V15 - and we're working through some new features. We received this error for the first time "Constituents Can Only Be Scheduled Once for a Single Merge." We've never encountered this before in other versions. We've done our due diligence and read about merging in V15 - but can't figure out how to merge Account Numbers 2 and 3 into 1 during the same merge procedure. Any ideas where we are going wrong?
Also, is anyone using any jobs for merges overnight that they really like? We've been doing it manually for awhile now. I've worked for other organizations that had jobs that ran overnight that looked for potential duplicates, and I'm looking into possibilities of implementing this here.
Thank you!
Hey Rachael,
This is new functionality. I don't think anyone was aware that the merge process was going to be changed in this manner. Sadly, you can only schedule one merge at a time. You will have to do something like setup an Outlook reminder for the next day to do the next merge, and so on. I've already expressed my frustration with this new functionality as it is not at all user friendly. I would suggest submitting a support ticket requesting this be changed back to the way it was. Perhaps if enough of us submit tickets, they will revert this back to the old way that was much better (even if it did occasionally create orphan accounts).
- Chris
Got it. Something we stumble on today.