Anyway to customize "Merge two constituents"?

John Zack
John Zack
Tenth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud CRM™ General Discussions

Does anyone know of a way to tap into/customize "Merge two constituents"? We have custom email opt-ins that we'd also like included into the Merge but the only way we see how this could be done is to alter "USP_MERGETASK_CONSTITUENTEMAIL". Which is not a recommended solution. Thanks!

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  • John Zack
    John Zack
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    Nevermind! We didn't realize there was a “Merge Spec” in the SDK that looks like it taps into the out of the box configuration. sp_helptext UFN_MERGETASKCATALOG_GETSPNAME
    SELECT * FROM MERGETASKCATALOG

    Thanks to our friends from Brightvine for pointing us in the right direction!!

    Leaving this up here instead of deleting in case it helps out someone down the road.

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