Cross-reference donors to no be merged


How can I tag a pair of donor accounts to not be merged?

  1. Sometimes you will find a pair of donor accounts that should never be merged, despite being reported as suspected duplicates, e.g. family members or friends at the same address.
  1.  It is possible to suppress merging a pair of accounts and to exclude them from the “Search Duplicates” report in the future.
  1. Open “Input… Donors/Pledges/Payments” and find one of the accounts.
  1. Click on the [Cross Ref.] tab page
  1. While the cursor is at "Account#" press the <Page Down> key to search cross references, or click on the [...] button at Account# to view a list of cross-references. Look for the pair of accounts that are not to be merged. See if they are already cross referenced. If you find that the two accounts already have a cross reference, display the cross-reference record, then skip to step 7. Otherwise...
  1. Press F2 to clear the [Cross Ref.] tab page. Type in the other account number (the account that is not the displayed donor’s Account number. Press [Enter] to display the other donor’s name.
  1. Check the box labeled “Check if displayed donor and cross reference have the same name/address but are not duplicates to be merged.”
  1. Press F4 or click [Save] up on the task bar to save the new or edited cross reference.
  1. Once the pair of accounts are linked as indicated above: [A] the pair of accounts will no longer be listed as suspected duplicates in the “Search Duplicates” report; [B] it will not be possible to merge the pair of accounts.

 

How to untag a pair of donor accounts, permitting them to be merged

 

  1. If you open “Input… Merge Duplicates”, enter a pair of account to be merged, but when you process the merge get an error message… It's not an error, it is an advisory caused by the two accounts having a cross reference which declares that they are not duplicates. If that is not true...
  1. Please open “Input… Donors/Pledges/Payments”
  1. Find the donor with the account number to keep.
  1. Click on the [Cross Ref.] tab and while cursor is at Account# start pressing the <Page Down> key, to view cross reference records for that account. Otherwise, click on the [...] button at Account# to view a list of cross-references. You should find one whose other account is the one you wanted to merge. Display that cross-reference on the tab page.
  1. Please look at the check box reading "Check if displayed donor and cross reference have the same name/address but are not duplicates to be merged". The merge stop message means the box is checked, which blocks a merge.
  1. If you are certain that the pair of accounts should be merged: Uncheck the box, and press F4 to update the cross reference record.
  1. Retry the merge, using “Input… Merge Duplicates”.