Merging Constituents

Joanie Rogers · September 2018

Hello!

I know how to merge constituents, but I have a strange scenario.

Both me and my husband work(ed) at my school. We each had separate records (we were not married when I started here). Whenever either one of us would make a gift, our assistant would enter the gift and then soft credit the other.

My husband retired in May of 2017 and I will be retiring on 10/31/18 (yay!). I was wanting to simplify our two records and merge my information into his record. How would I get rid of the soft credits that are on his record for my gifts? I know I could leave both records....just didn't want to.

JoAnn Strommen · September 2018

Congrats on the upcoming retirement!

I believe I had that scenario before. You merged the records and the gift is showing as well as a soft credit for it, correct? It's been a while but I think I had to go to each of the gifts and manually remove the soft credit from the gift record. I know I had to do that manual work and if both the HC and SC are showing after merging that may have been the reason I had to do it. Can't recall if merging them automatically cleaned it up.

Joanie Rogers · September 2018

Thank you, JoAnn. I know when you merge two constituents, you can check the box to exclude soft credits. I am guessing manually deleting soft credits from his record is the only way to do it.

Barbara Schlichter · September 2018

Joanie,

You need to go to the hard credit record and delete the soft credit from there.

Barbara

Heather MacKenzie · November 2018

I would not merge the records if there is individual giving before you got married.

Merging Constituents

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