This error can occur for multiple reasons. Try the following to resolve the error: 
  • Exit and sign out of The Raiser's Edge, then log back in and try the merge again.
  • The child record being merged may have a joint membership blocking the merge. Remove the joint membership from the child record and add it to the parent record to complete the merge. 
  • One of the records being merged may be missing information in a required field, such as Assigned Solicitor > Date From. Either add valid information to this field, or (if applicable) unmark it as required in Config > Fields. 
  • Mark the option to "Exclude Soft Credit when merging gifts" (if the child record being merged has a gift that soft credits the parent record being merged into, it may generate an error because the parent record would be soft credited for their own gift.)
  • If one of the record is marked as a Solicitor, uncheck the "Is a Solicitor" box from the Bio1 tab of the record.
  • Exclude other sub-record types from the Merge (try removing each one at a time until able to successfully merge the records)  
  1. ​Honor/Memorial information
  2. Relationships
  3. Memberships
  4. Bank information
  5. Prospect information
  6. Solicitor
  7. Media
  8. Events information
  9. Volunteer information
​NOTE: There are other sub-record types available.  These are some that may generate a problem, but if these do not resolve the issue, exclude other options within the Merge Constituent window one by one and attempt to merge the records.
  • Merge the constituents into new records, then merge those records together: 
    1. Create a new blank constituent with just a Last Name (and any other required fields) 
    2. Merge one of your existing records into this new record (don't choose the option to delete the source constituent)
    3. Repeat steps 1 and 2 for the second of the constituent records that needs to be merged (this will result in a total of four records for this person)
    4. Once you have verified that these two merges processed successfully, delete the original two records
    5. Merge the two new records together.
If the error still occurs after the steps above, click Chat with Support, reference this article, and provide the following information so we can assist you:   
  • Troubleshooting that has already been attempted
  • Examples of some of the affected Constituent IDs
  • Backup of the database
  • Version of Raiser's Edge and screen shot of Help > About the Raiser's Edge