Duplicate Management NXT

Suzan Swartzentrover

Just wondering if there is a way to merge and delete the source record all at once as you can in the database view?  I see it marks the source record as "Inactive". 

Marie Stark

I don't believe that is currently an option in the WebView.

AnnMarie Schell

You might want to follow Kimberly Coughlin's blog. https://community.blackbaud.com/blogs/13/6768 

I posted a question and Paula Koettter already responded.



 

 

 

 

 

 

 

 

 

 

Suzan Swartzentrover

AnnMarie Schell:

You might want to follow Kimberly Coughlin's blog. https://community.blackbaud.com/blogs/13/6768 

I posted a question and Paula Koettter already responded.



Thank you AnnMarie I will look into the blog.

 

 

 

 

 

 

 

 

 

 

Suzan Swartzentrover

Marie Stark:

I don't believe that is currently an option in the WebView.

Hi Marie - As you merge constituent records in Web view you can check the box to delete source constituent and it will merge and delete all in one action.

Marie Stark

I don't see that option in WebView.  I only see that in database view.

AnnMarie Schell

Marie Stark:

I don't believe that is currently an option in the WebView.

You can select or unselect any of the merge options. When both records are up, while you are comparing them, you can go into the constituent code on either the source or the target, and edit them, which includes a deletion option only if there is more that one constituent code. My post in response to Kimberly's blog "Quickly merge known duplicates"  https://community.blackbaud.com/blogs/13/6768 had to do with this dilemma. If both have only one constituency, e.g., General Constituent, then it duplicates it in the target record. Paula Koetter responded and said their Developers are looking into it.

Suzan Swartzentrover

Marie Stark:

I don't see that option in WebView.  I only see that in database view.



You are correct - I meant to say its available in database view, but not in WebView that I can tell.

 

AnnMarie Schell

That option IS available in the web view. See my previous response below . . . 

Marie Stark: I don't believe that is currently an option in the WebView.

You can select or unselect any of the merge options. When both records are up, while you are comparing them, you can go into the constituent code on either the source or the target, and edit them, which includes a deletion option only if there is more that one constituent code. My post in response to Kimberly's blog "Quickly merge known duplicates"  https://community.blackbaud.com/blogs/13/6768 had to do with this dilemma. If both have only one constituency, e.g., General Constituent, then it duplicates it in the target record. Paula Koetter responded and said their Developers are looking into it.