Hanling Company mergers

Tracy Morgan

How is everyone standardizing a company purchase or merger by another company in RE?  For example we have Company A which had its assets purchased by Company B but there is a complex gifting and moves history... A no longer exists.  But if we 'mush' it by merging the records, frankly, it will look like fetuccini.  I had a thought to put a letter after the company name as a flag such a M (for merger?), add a relationship with B and put B in the Alias.  The M is similar ro deceased - we place a 'D' after the last name so we do not mistakenly mail things to them.  Any ideas are very welcome and sorry if this is already explored elsewhere (I looked for it but...)

Joy park

We put the Press Release or whatever that merger announcement is, into the Notes section on Bio1 of the Organization Record.  Then we mark as "Inactive" and add solicit codes so that no matter what, they are excluded from future mailings. Then we make a Relationship to the purchasing company.  Hopefully some of the employees can be carried over as Primary/Secondary contacts to the purchasing company.


There are numerous ways in RE to track restricted communication with contacts - I would personally never add something to the company name.  

That's what Solicit Codes, Do Not Contact (in your phone types), Inactive and Deceased checkboxes are for.  There are also Business Rules that you can set up from a Supervisor Admin level to NOT pull Inactive, Invalid Addresses, or Deceased from various RE tasks.  :)

Christine Cooke 2

Tracy Morgan:

How is everyone standardizing a company purchase or merger by another company in RE?  For example we have Company A which had its assets purchased by Company B but there is a complex gifting and moves history... A no longer exists.  But if we 'mush' it by merging the records, frankly, it will look like fetuccini.  I had a thought to put a letter after the company name as a flag such a M (for merger?), add a relationship with B and put B in the Alias.  The M is similar ro deceased - we place a 'D' after the last name so we do not mistakenly mail things to them.  Any ideas are very welcome and sorry if this is already explored elsewhere (I looked for it but...)

I mark the company that is no longer as, Send No Mail and Do Not Contact on Solicit Code, check the Address Invalid on Bio 1, Uncheck the Send Mail on the Address tab, put a Annotation that says to see B Company that has eaten A Company, and put an Alias on A Company that is B Company's name so that if anyone searches on it, it will come up in the results, also put a Note in Bio 1 about the merge with Date included..  Put a Relationship between the two.  Any individulals that are still contacts and New B Company should be added to B Company Relationships.  Oh, and Soft Credit B Company with A Company's gift history.


Best case is to merge the two records, but if it is too complicated (i.e. fetuccini), then what I said above should do it.