TMSUSERS Archives

The Museum System (TMS) Users

TMSUSERS@SI-LISTSERV.SI.EDU
Options: Use Monospaced Font
Show HTML Part by Default
Show All Mail Headers

Message: [<< First] [< Prev] [Next >] [Last >>]
Topic: [<< First] [< Prev] [Next >] [Last >>]
Author: [<< First] [< Prev] [Next >] [Last >>]

Print Reply
Subject:
Re: constituent merge
From:
"Smith, Jeffrey" <[log in to unmask]>
Reply To:
The Museum System (TMS) Users
Date:
Thu, 5 Apr 2018 16:32:26 +0000
Content-Type:
multipart/alternative
Parts/Attachments:
text/plain (2462 bytes) , text/html (7 kB) 
Despite training, we sometimes suffer from duplicate Constituents. I have found the safest way to swap them for a single, correct Constituent record is to add the word “DELETE” to the display name, then go to each instance and add the correct Constituent with desired role, etc. and delete the ones marked “DELETE.” Then go to the erroneous Constituent records, try to delete, and if there are still links, TMS will tell you where they are. You then have to track them down and swap them for the correct one.

Swapping linked Constituent IDs via SQL can be done but is dangerous – you have to take into account the default Name ID and the two ConXrefDetails links. It’s too easy to overlook something and bollix it up.


From: The Museum System (TMS) Users <[log in to unmask]> On Behalf Of Carrie Hadley
Sent: Thursday, April 05, 2018 8:43 AM
To: [log in to unmask]
Subject: Re: constituent merge

I would also be interested in this! Thanks!

From: The Museum System (TMS) Users <[log in to unmask]<mailto:[log in to unmask]>> On Behalf Of Diane Karlson
Sent: Wednesday, April 04, 2018 4:38 PM
To: [log in to unmask]<mailto:[log in to unmask]>
Subject: constituent merge

Hi-
I I'm trying to merge two constituent records into one entry. One record is linked via loan and the other object.
I tried F1, thinking there would be a clear answer provided but alas no.

Do you have the touch to turn two (or three) into one? Can you share the method?

Thanks in Advance-
Diane


Diane Karlson
Museum Registrar
William J. Clinton Presidential Library
1200 President Clinton Avenue
Little Rock, AR 72201
501.244.2842
To unsubscribe, send an email to [log in to unmask]<mailto:[log in to unmask]> with the following commands in the body of the email:

signoff TMSUSERS

// eoj

You will receive a confirmation that your subscription has been removed.
To unsubscribe, send an email to [log in to unmask]<mailto:[log in to unmask]> with the following commands in the body of the email:

signoff TMSUSERS

// eoj

You will receive a confirmation that your subscription has been removed.

To unsubscribe, send an email to [log in to unmask] with the following commands in the body of the email:

     signoff TMSUSERS

     //  eoj


You will receive a confirmation that your subscription has been removed.

ATOM RSS1 RSS2