Hello Everyone,
At the start of the pandemic nearly all of our staff was laid off and as a result many non-critical tasks like reviewing new records and merging constituents fell by the way side. So... two years later we have around 60,000-120,000 new records and over 3,000 merges to complete. In the past we delegated data clean up and merging to the box office, but due to continuing staffing shortages we'll need to find another way.
Does anyone have experience using automated procedures to clean up data and schedule merges. Is this possible? We'd like to add CSIs to new records with invalid or missing addresses. I vaguely remember reading a forum post a while back about some tessitura organizations who outsourced data clean up and merges. I can't seem to find that post again. Has anybody tried this? Anyways, I'd love to hear what you all do and discuss the best ways to insure clean consistent data.
Thank you,
Joseph
I am also in the "I don't trust auto-merges" camp. And like everyone else here, merging is not at the top of me "do, or everyone will die" list. I think my question is - how are you all handling guest checkout accounts? Are you merging them into existing accounts if there's a match, or do you leave guest checkout accounts alone?
We merge accounts if there's one existing.
Kathleen Smith said:Are you merging them into existing accounts if there's a match, or do you leave guest checkout accounts alone?
We always merge if there's a dupe. The goal is always: no dupes, though we will always fall short...
We merge into an existing account if there is one. However, we look at both accounts and if the guest account has more valuable information than the existing than we remove the guest attribute and we will merge the old account into the guest account.