Add the ability to merge duplicate | Ideas for Blackbaud CRM and BBIS

Add the ability to merge duplicate tributes

We have many duplicate tributes and need a way to merge them and move the revenue to the merged record. We will not want to lose the history that indicates whether the tribute acknowledge was notified of the tribute.

Patricia Salzillo
Jun 29 2015
Reviewed: Voting Open

Blackbaud CRM / Duplicate Management / Tributes

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jhon imdad commented

30 Aug, 2021 09:56am

current prospect manager is not transferred to the target constituent's prospect manager history following the merge.

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Stephanie Boyce commented

11 Sep, 2019 03:41pm

Duplicates do happen as we all know, and this would be a helpful feature.

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Guest commented

5 Nov, 2015 07:16pm

I would like to see this feature added. Thank you,

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+58

45 Vote

Allow to merge tribute records Merged

It would be nice to be able to merge tribute records on one constituent record. Thsi would assist with data clean up when multiple tribute records have been created unnecessarily.

Created 29 Jun 01:24pm by Guest

Blackbaud CRM / Duplicate Management / Tributes

0 Reviewed: Voting Open