Missing prospect research and FPM data in Target record following a merge

Kellie Dentler
Kellie Dentler
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in Blackbaud Raiser's Edge NXT®: General Discussions

Hi all-

Anyone using FPM and prospect wealth screening tools? I know merging constituents in NXT (and later DBV) is a frequent topic but cannot find anything related to merging with prospect research data or Fundraiser Performance Management. The data on the constituent's Ratings tile and Fundraising Performance Management Insights tile on my source record didn't come over to the target record when I performed the merge. Any ideas? Eventually I switched the source and target records which seemed to work, but wondering if this is in fact the best method. Thanks in advance!

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 March 2026 Challenge: Answered Questions January 2026 Monthly Challenge

    @Kellie Dentler Was waiting to see if anyone else shared your experience. I have not encountered it yet for those fields but did notice that our NetCommunity data did not copy from source to target record when I did a merge recently.

    I like your solution of switching source/target. Definitely sounds like a work-around to keep data. I will steal the idea so I don't lose NetC or prospect data. ?

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