Merging Records
Better merge feature. When merging membership records it is important to be able to keep the most recent record for email preferences,(which do not merge) but then it should merge membership data so we can keep the earliest membership date. It is cumbersome to have to manually edit the merged record to retain accurate information.
16
votes
ddresse2
shared this idea
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Dee Hirsch
commented
I need to be able to have an easy search for duplicate Membership records I should MERGE. For now I just scroll through the whole list of contacts. Not efficient.
