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.

  • Vicki Goodwin
  • Jun 30 2017
  • Reviewed: Voting Open
Blackbaud CRM / Duplicate Management
Organization Name (Please enter full organization name) Heifer International
Reported Version 4.0
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  • Vicki Goodwin commented
    February 13, 2020 17:32

    We noticed that the Wealth and Ratings fields for Target Gift Range and Principal Giving Solution Attribute get moved in a merge.  Apparently the only fields that do get moved.

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