provide the ability to merge online credentials when merging duplicate Constituents in CRM

As a Data Entry user I would like the ability to merge all online information for my Constituents including BBIS usernames and passwords. When duplicate Constituents exist and both have online logins, best-case scenario would be for both usernames from both duplicate Constituents to be merged into one merged Constituent. 

  • Guest
  • Dec 6 2016
Organization Name (Please enter full organization name) The Wilderness Society
Reported Version 4.0
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  • Karen Lee commented
    31 Jan 22:53

    Also an issue when merging 2 constituent but only one of them have a BBIS login - the associated BBIS account does not automatically synchronise on BBIS causing a mismatch - case 14377781.