Hi All,
Has anyone customized a way to merge multiple 100% duplicate records, more often than one set at a time? We are on V15.2.31 and due to Guest checkout, customers are constantly creating new records. One customer has 46 records. We could merge them individually but it will take a long time. Hoping someone has found an answer and is willing to share. Any advice is greatly appreciated.
Tatiana
We have the same problem! We are part of a consortium in Sydney managed by the Sydney Opera House, and they have a custom merge procedure which runs I think once a week. It looks to specific criteria to determine if two records are duplicates, and determines the keep/delete records based on a set of rules, and then merges them. Its handy, but I've always been a bit scared to switch it on for our database in case it picks the wrong record as the keep and we lose more current data. The duplicates are getting so our of control though. We actually switched guest checkout off on our ticketing T-New as it was creating so many duplicates, and our marketing team didn't like that it didn't allow customers to opt in to e-news. However we have it on for our donation T-New to allow one page giving, and this creates a lot of duplicates to manage.
When we implemented Tessi and imported all our legacy constituent records from 17 different sources we did some custom merges based on really specific criteria relating to the currency and accuracy of the data sets we were importing (eg I know one team had really cleaned and updated their data, vs another who barely looked at theirs). This was something we asked Tessi consulting to do for us.
An automatic merge utility based on criteria we could define in the application would be a great idea for the ideas board!
Thank you Tash! I would love a customized merge function for the 100% duplicate records. That would lessen the dupes a lot. It sounds like we may have to work with consulting services for a customized merge process. I wonder if we will be able to select the Keep ID in merges more than just once in V16