Hello everyone!
I am wondering if anyone has a solution for the following:
When importing New Constituents, you can either select Yes or No for allowing duplicates when doing an import. Because I don't want duplicates in our system, I always select No. However, I don't get any updated informatoin that might be in the import. (e.g. new phone)
I thought maybe I should choose YES instead - let the duplicates in, and then I can let the merge program find them for me and make sure I use the most up-to-date phone, etc. information when merging. I don't know that I like this solution, however.
In a perfect world Tessitura would recognize the duplicate, like it does today, but you could choose Yes if you want to apply an new info (phone, email). I realize this probaby wouldn't work on addresses - but it would still be helpful to have the newest phone and email data.
I'd appreciate hearing how orther organizations are dealing with this issue.
Thanks!