Add Constituent Merge Process Screen

Name and Description

Enter a name to identify the process and a description to explain when to use the process.

Merge configuration

Select a merge configuration for the merge process. The configuration determines the information to merge from the source to the target constituent. For information about configurations, see Manage Constituent Merge Configurations.

Duplicate record source

Select whether to use the duplicate constituents identified by the last SSIS package run, or the last full or incremental duplicate search process run. For information about the report, see Run the Duplicate Constituents Report.

Target constituent criteria

Select the criteria to determine the target constituents. Target constituents receive data from source constituents during the merge.

To retain the anchor constituent records determined by the Duplicate constituent search process, select "Automatic." To view the target constituent records used by the “Automatic” option, run the Duplicate constituent report using the same Duplicate constituent search process selected for the merge. For information about the determination of the anchor constituent, see Full and Incremental Duplicate Search Algorithm.

To include constituents with a match percentage of 100 percent, select “Automatic.” If multiple constituents have a 100 percent match, the program uses the top, most relevant match. To view the percentages for the potential duplicates found by the search process, view the % Match column in the Duplicate Constituents Report. For information about the report, see Run the Duplicate Constituents Report.

Alternatively, you can also include target constituents based on when they were added to the database, when they were last updated, or based on the number of gifts on the constituent record.

Excluded constituents

To exclude constituents from the process, select the binoculars. A search screen appears. Select the selection of constituents to exclude.

For information about selections, see the Query section of the help file.

Minimum match %

Enter the minimum match percentage required to include constituents in the merge process. To view the percentages for the potential duplicates found by the search process, view the % Match column in the Duplicate Constituents Report. For information about the report, see Run the Duplicate Constituents Report.

The program excludes constituents with match percentages below this value. By default, the minimum match percentage is 80 percent.

Only merge individuals

To include only individual constituents, select this checkbox.

Omit individual/organization matches

To exclude individuals matched to organizations, select this checkbox.

NOTE: This option does not apply to record sources from full or incremental duplicate searches.

Delete source constituent

To delete source constituents after a merge, select this option.

Mark source constituent inactive

To mark source constituents as inactive after a merge, select this option. You cannot merge records into inactive records that were previously a source record in a merge.

Inactive reason

If you select Mark source constituent inactive, select a reason code to explain the inactive status.

For information about how to configure reason codes for inactive constituents, see the Administration section of the help file.

Inactive details

If you select Mark source constituent inactive, enter any additional information about the inactive status of source constituents.

Create selection from results

To create a selection of target constituents in the process, select this checkbox. In the Selection name field enter a name for the selection. To replace any existing selection with the same name, select Overwrite existing selection.