Merge of Recently Purchased Organization

Question

We have two separate organizational records within our database. IF there is information that's been added on the NXT web view side of the house AND there's information that's been added from years ago from the database view side of the house, how do I ensure when I merge from the DB side (since currently that seems to be the only option) that I do not lose any NXT-specific data, OR I would need to manually add that data back in after the two records are combined? I know duplicates can be merged from NXT web view, but I'm not seeing anywhere that we're able to select our own constituent records not found in the possible duplicates arena to merge. Thanks in advance!

Carlene Johnson · Accepted Answer

If you choose "Select records to merge - you will then get to the screen to search for the records you wish to merge.

Alternatively, you can go directly from the Constituent's record:

You should always merge from WebView.

Carlene Johnson · Accepted Answer

I agree that it isn't intuitive!  I was confused by it at first as well.