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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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Provide a way to merge removed and active constituents records that are duplicate records
We had Customer Support inactivate a large number of constituent records in our LO database. When a record is made inactive/removed in LO, it is no longer considered a valid usable record. If any of these removed constituents were somehow added/imported to LO again (recent engagement, donation,etc) a new constituent record will be created. The new record can not be merged with the existing "removed" record (which has the same email address).
There’s not a duplicate detection tool to identify and merge active and removed records. The present duplicate management tool in LO only checks for active records and does not consider the removed record a dupe as it is no longer a valid record.
However that "removed record" opt in/out status can still get updated after being made inactive. This can possibly cause a compliance issue, as the new record does not obtain that change.
Current fix - The removed record would have to be re-instated by Support, in order for it to get detected and merged with the newer record. We would prefer a more effective and easier solution to this issue.
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Parri Barnes
- Mar 2 2020
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