Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
In The Raiser's Edge version 7.71.936, we added the ability to reuse nonconstituent relationship records. Because the ability to search for duplicates was not available before, you probably have duplicate nonconstituent relationships in your database. To alleviate this situation, the Nonconstituent Merge Utility was created and included with The Raiser's Edge versions 7.71 and higher.
Note: Nonconstituent relationship records can also be manually linked.
For example, Judy Smith is the daughter of Jamie Smith and granddaughter of Susan Smith. Judy does not have her own constituent record, but she is a relationship on both Jamie's and Susan's constituent records.
Because this information was added in an earlier version, you could not reuse Judy's relationship record. As a result, you had to create two relationship records for Judy: one from Jamie's record and one from Susan's.
Starting with version 7.71, instead of creating a second relationship for Judy from Susan's record, you can now search for the existing relationship for Judy.
To run the Nonconstituent Merge Utility:
- Click Plug-ins, Nonconstituent Merge Utility.
Note: The user accessing the utility must have Supervisor rights.
- Click the Search for duplicates button to search for all nonconstituent relationships in the database using the duplicate criteria set up in Configuration, Business Rules.
- Modify the records in the list as needed. Records that do not have a relationship or reciprocal selected will appear as unspecified. Open the nonconstituent record by highlighting the name in the list and clicking Open.
- Merge a specific group or node by highlighting the parent record (in bold), clicking the arrow beside the Merge All button, and selecting the Merge Node option. OR Merge all of the records on the screen by clicking on Merge All.