Prospect Plans

The Major giving merge task associates the source’s prospect plans with the target.

• Duplicate Prospect Plans

When merging constituents who have prospect plans, you can determine how to handle plans of the same type.

Merge plans. Identical plans from the source constituent will have a sequential number appended to the plan name to prevent plans with the same name and type.

If the user opts to merge these plans, the merge process would alter the Prospect Plan ‘Plan Name’ for redundant plans coming from the source constituent in order to preserve uniqueness among the Prospect Plan records. The plan name is appended with a sequential number.

Do not merge identical prospect plans. The user opts to not merge redundant major giving plans. The constituents will be merged, but any redundant major giving plans will be ignored.

Do not merge constituents. The merge process will provide an exception noting the constituents with identical prospect plans so they may be reviewed. The user will receive an exception after the merge process runs that will show which constituents have the redundant plans, and the constituent will be required to resolve the conflict in order to complete the merge.