RELATED FEATURE REQUESTS
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 takes precedence over other email interests when in the subordinate profile. If one profile has the constituent's name, address, phone number, and email, and the other doesn't, I choose the one with the most info to be primary. However, in many cases, the subordinate profile was the one being used for email purposes and it needed to retain the "Opted Out" option. (All this is the result of a recent conversion, importing information from a CRM platform AND a separate email management program. Hence the many duplicates.)
Hi Lydia,
We don't have plans to change how information is merged between two constituents in the near future, but this is a really great insight into how it could be improved.
For your needs in the near-term, you might try switching which record you keep and see if that is a bit easier. The Email Interests field behaves like a pick-one field where it will keep exactly what's listed on the primary record when you merge, whereas the Communication Restrictions field behaves like a pick-multiple field and keeps all the restrictions from both records.