Merge Constituent

Ashley Petty

I am trying to merge a constituent but when I click Merge into another record and search for the record in the Target record, it doesn't show up. What am I doing wrong?

Aldera Chisholm

@Ashley Petty
Hi Ashley - perhaps one record is an individual, and one is an organization?

Aldera

Dariel Dixon

@Aldera Chisholm is right here. You can only merge a record into the same type of record. Individuals to individuals, or organization to organization. I would also note that you can't merge non-constituents into constituents.

Ashley Petty

@Aldera Chisholm I thought they were both organizations, but it looks like one was set up as an individual. What's best practice since I can't merge them? Any ideas?

JoAnn Strommen

@Ashley Petty You will just need to change the type of the one that is ‘wrong’ to be the other type. Then you can merge them.

If you want the record to be org, than convert the individual record in db. Open record in db view > Constituent drop down menu > Convert to Org. Then you can merge them in either view.

(I sometimes will take a screenshot of any data that I don't want to lose in case there's a hiccup.)

Aldera Chisholm

@Ashley Petty I would convert the org to be an individual, and then merge them. I don't believe this is available in web view yet, but in database view, open the org, click on Constituent in the top menu, and there will be an option to convert to an individual. Hope that helps!