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
I have a related question that we've just recently seen. Perhaps I have something set incorrectly somewhere, but I don't know.
We have been getting this failed merge error message. It seems to not make sense. We want to merge the dups from Guest Checkout, but this is seemingly stopping it.
Am I missing something obvious in the setup somewhere?
It won't allow you to use the Guest Checkout record as the keep record.
Ahhhhh...thanks! We have our onsite Membership Team process the suggested dups & I didn't dig that far. I just keep seeing it in my daily report.
Shameless plug to allow guest checkout records to more easily be scheduled for merging
https://community.tessituranetwork.com/ideas/i/ideas/constituent-merge-let-constituent-records-with-tnew-guest-checkout-attributes-be-scheduled-as-the-kept-record