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
That would be amazing... I understand why the standard merge procedure won't do it (eg. it won't merge records if there's been activity on the record after it was scheduled), but man, to be able to say "this record is the keep, and those 6 others are the bad ones" would be amazing.
In a previous version you could manually schedule multiple accounts to merge. It was amazing! :) There is an idea for this if you want to upvote it.
https://community.tessituranetwork.com/ideas/i/ideas/multiple-merge-constituents?_ga=2.103034624.1683433816.1696256359-381429433.1683893955
Upvoted. I have a low-tech method for this, but an official, supported process is long overdue.