Blackbaud Community
Connect and collaborate with fellow Blackbaud users.
When merging 2 records together that also share a household, the household record is the source record and the target record. Based on the merged configuration, both records in the household should be the source records.
Article Number: 95711
Products:
We're currently evaluating this issue for a fix in a future patch or service pack.
Steps to Duplicate
- Go to Constituents > Add an Individual
- Enter the first and last name (For example, Wife Source) and click Save
- Select the Relationships tab > Add Individual
- In the Related Individual field, click the binoculars and click Add
- Enter the first and last name (For example, Husband Source) and click Save
- Select a value for the relationship types
- Mark "this is the spouse relationship for RECORD NAME" and "These Individuals are members of the same household" checkboxes
- Repeat the same steps as above to create the target records. (For example- Wife Target and Husband Target)
- Select Constituents> Duplicates> Constituent Merge> Merge Configuration
- Set the following for personal/ organization information:
- Name to keep: Most complete name
- Keep name fields from Least Complete Name…
- Individuals: do Not check Do not merge deceased information…
- Organization details criteria: Most complete organization details
- Keep organization details from Least Complete Name…
- Groups/HHs Primary contact criteria: Target’s primary contact
- Include mail preferences
- In case of duplicates keep: Target’s mail preference
- Group details criteria: Group data with the most recent inception date
- Check keep group details from the Record with the second most...
- Name to keep: Most complete name
- Name to keep: Most complete name
- Set the following for Relationships:
- Check Include Mail Preferences
- In case of duplicates, keep: Target’s Mail Preference
- Primary Business Relationship’s Criteria: Source’s Primary Business
- Spouse Relationship Criteria: Source’s Spouse
- Parent Organization Criteria: Target’s Parent Organization
- Go back to Duplicates and Select Merge two constituents
- For Source constituent, select the Wife Source record and for Target constituent select the Wife Target Record
- Select the Merge Configuration, mark source constituent inactive, select the inactive reason and then Merge
- At the top, notice the Household is Wife Source and Husband Target-It should be Wife Source and Husband Source
Environment
Blackbaud CRM
3.0
3.0.516.64
