Merging duplicate Constituents - Relationship Manager issues
When merging duplicate Constituents the 'Constituent Relationship Manager' from the Source does not transfer over to the Target.
Jun 29 2015
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Search by Constituent Relationship Manager
enhance the duplicate constituent report and merge preview
provide the ability to merge online credentials when merging duplicate Constituents in CRM
Allow constituents with posted revenue to be deleted after the revenue is moved to a different constituent
Allow Constituents who are duplicated as Host and Attendee in the event registration process to be merged
Constituent Merge - Constituencies
allow Social Media account information to be included when mering duplicate Constituents
Sort Duplicate Constituent Report & Bulk Merge Preview List using the same criteria