New feature request Subscribe
Status Not Prioritized
Categories Merge Duplicates
Created by Guest
Created on Nov 1, 2022

RELATED FEATURE REQUESTS

Selectively keep some information from the merged constituent when merging duplicates

When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).

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  • Guest
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    |     Jan 30, 2025

    This please! A huge reason we have duplicates is someone with a nickname. It would be so helpful to be able to select the nickname profile for things like "informal name". Right now, that's something I have to recognize and change manually while merging.