Identifying Merged records

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Nicola Rendell
Nicola Rendell ✭
Ninth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Is there a way of identifying a record's ID which has been merged into another, once it has been deleted?

This has come about due to records being merged where there is a Direct Debt linked to it, and for whatever reason the merged record has not been noted, but we need to ensure that out ID's are correct with the DD collection agency.
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  • Stephanie Ulmer
    Stephanie Ulmer ✭
    Ancient Membership Facilitator 2 Photogenic
    I don't know that there is a way besides to add it to an attribute that reads Former RE ID or something to that affect. But why don't you just merge the constituent into the record with the direct debit, that way the number remains the same for bank purposes.
  • Nicola Rendell
    Nicola Rendell ✭
    Ninth Anniversary Photogenic First Reply
    Thank you, using an attribute could be a solution.

    Our main problem is when, due to processing error, duplicate records have been created and separate Direct Debts have been linked to each record, this results in one of the DD IDs becoming incorrect after merging.
  • Gina Gerhard
    Gina Gerhard ✭
    Ancient Membership Facilitator 3 Photogenic
    Nicola - 



    We use a constituent attribute to note the merge with the constituent ID of the merged record in the comments field.



    In many cases, the request for a merge potentially kicks off a series of other actions that need to happen in our other systems as well.
    • We may have corresponding vendor records in FE with the same IDs so we have to perform the same merge for the vendor records.
    • And we have other systems where we bring over the constituent IDs for reference, and those all need to be changed manually.
  • Alan French
    Alan French ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    We use an alias rather than an attribute to record the merged constituent ID. This gives us the advantage of still being able to search for it using the Open A Constituent constituent search screen (put the ID in the surname field and tick "check aliases")
  • William Winkler
    William Winkler ✭
    Ninth Anniversary Facilitator 1 Photogenic
    We also use an alias to capture previous constituent ids.
  • William Winkler
    William Winkler ✭
    Ninth Anniversary Facilitator 1 Photogenic
    I'm re-reading this and it doesn't look like your question was answered. There is no way to retrieve this information if you have not previously been recording it in one of the ways that are listed above. This would have to be something that you would have to do manually when you merge records. If you haven't looked at Omatic's MergeOmatic product, it does this for you automatically and adds a note to the record. That may help you in the future, but there's no way that I know to retrieve that from records that have already been merged.
  • Nicola Rendell
    Nicola Rendell ✭
    Ninth Anniversary Photogenic First Reply
    Thank you for your replies!

    We are currently starting work with working with ImportOmatic, anf MergeOmatic may be something we will try at a later stage; so it's useful to know that it has that function.



    Many Thanks
  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    If you have access to archived db backups, you could potentially find some of those lost IDs there...depending on how important it is to recover that data.

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