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:
"Mahdi, Fatima" <[log in to unmask]>
Reply To:
The Museum System (TMS) Users
Date:
Thu, 5 Apr 2018 16:03:38 -0400
Content-Type:
multipart/alternative
Parts/Attachments:
text/plain (3289 bytes) , text/html (8 kB) 
I do just what Jeff does.


*Fatima Mahdi*Collections Information Specialist/TMS


*Virginia Museum of Fine Arts*200 N. Boulevard
Richmond, VA 23220-4007
T 804.340.1443

[log in to unmask]


On Thu, Apr 5, 2018 at 12:32 PM, Smith, Jeffrey <[log in to unmask]> wrote:

> 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]> *On
> Behalf Of *Diane Karlson
> *Sent:* Wednesday, April 04, 2018 4:38 PM
> *To:* [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
> <https://maps.google.com/?q=1200+President+Clinton+Avenue+%0D%0A+%0D%0A+%0D%0A+Little+Rock,+AR+72201&entry=gmail&source=g>
>
> Little Rock, AR 72201
> <https://maps.google.com/?q=1200+President+Clinton+Avenue+%0D%0A+%0D%0A+%0D%0A+Little+Rock,+AR+72201&entry=gmail&source=g>
>
> 501.244.2842
>
> 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.
>
> 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.
> 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.
>



-- 


*Fatima Mahdi*Collections Information Specialist/TMS


*Virginia Museum of Fine Arts *200 N. Boulevard
Richmond, VA 23220-4007
T 804.340.1443

[log in to unmask]

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