Merging Constituents

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Kassidy Castellanos
Kassidy Castellanos
Name Dropper First Anniversary First Comment Activity: First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello everyone,

Currently doing some database cleaning at the moment and I am using the Duplicate Management tool in webview but I wanted to know if I also had to merge constituents in database view? I know that in webview the source constituent does not get deleted so is it correct to create a query of those source constituents and then delete them or first merge in database view and then delete the source constituent.

Thanks

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  • Joe Moretti 3
    Joe Moretti 3 Community All-Star
    250 Likes 100 Comments Second Anniversary Name Dropper

    @Kassidy Castellanos If you merge in Database View, you can have the sytem delete the old record when you merger, but if you are using merge in RE NXT Web View, you will have to do what you stated and create a query of those records to delete after you do the merge. The choice is up to you.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    @Kassidy Castellanos - I recommend you follow the steps outlined in the post below. Not all data lives in web view, there are some instances where you need to do a secondary merge in DBV.


  • Christine Robertson 4
    Christine Robertson 4 Community All-Star
    500 Likes 500 Comments Photogenic Name Dropper

    @Austen Brown The need for the secondary merge is so important for users to be aware of in those cases!!

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