NEW FEATURE REQUEST

Merge Duplicates

Showing 12

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
over 1 year ago in Merge Duplicates 2 Not Prioritized

Confirm Merge when selecting "merge selected" from the duplicate screen

In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
about 1 year ago in Merge Duplicates 1 Not Prioritized