Include option to merge Wealth and Ratings, and Planned Gift Beneficiary info when merging constituent records.

The duplicate identification process may choose a record that has Wealth and Ratings and/or Planned Gift Beneficiary info in the source record.  This does not get moved to the target record when merged so we lose the information.

  • Guest
  • Jun 30 2017
Organization Name (Please enter full organization name) Heifer International
Reported Version 4.0
  • Attach files