Workaround
- Do not delete the source constituent when merging in the database view
- Manually add the web view specific data to the new constituent record
- Delete the source constituent record
Field name (from the UI) | Description | Feature/Area |
---|---|---|
Attachments | Converted media from constituent records from the database view and all attachments on constituent records in the web view | Constituent Attachments, Action Attachments, Gift Attachments |
Prospect status history – Start date | The date of a prospect status change | Prospect status history in Prospect management tile on Constituent page |
Prospect status history – Comments | User comments associated with a prospect status change | Prospect status history in Prospect management tile on Constituent page |
Opportunity status history – Start date | The date of a opportunity status change | Status history tile on opportunity page |
Opportunity status history – Comments | User comments associated with a opportunity status change | Status history tile on opportunity page |