Product: MergeOmatic
Description: This solution discusses how MergeOmatic handles data that may be present on both records
Environment: All
Version: All
Answer:
MergeOmatic merges the data the same way that the Raiser's Edge merge process merges the data. The detail on the RE merge process for what data is merged and how it is merged (what is moved, what is copied, etc) can be found in Blackbaud's KB tip BB1109.
We are planning on adding functionality that will allow for 'smarter merging'. As an example, if a constituent code is present on both the source record and the Survivor record, and they match exactly, we could let the user decide if they want to move the constituent code from the source record or not.
For additional information, please refer to the MergeOmatic User Guide.
Description: This solution discusses how MergeOmatic handles data that may be present on both records
Environment: All
Version: All
Answer:
MergeOmatic merges the data the same way that the Raiser's Edge merge process merges the data. The detail on the RE merge process for what data is merged and how it is merged (what is moved, what is copied, etc) can be found in Blackbaud's KB tip BB1109.
We are planning on adding functionality that will allow for 'smarter merging'. As an example, if a constituent code is present on both the source record and the Survivor record, and they match exactly, we could let the user decide if they want to move the constituent code from the source record or not.
For additional information, please refer to the MergeOmatic User Guide.