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Subject:
Re: constituent merge
From:
Nicola Astles <[log in to unmask]>
Reply To:
The Museum System (TMS) Users
Date:
Thu, 5 Apr 2018 12:38:32 -0400
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I've had success using the Constituent Merge Tool included with TMS,
there's a user guide in the program files. Support can assist you with it,
but it's pretty easy to use.

Nicola Astles
Museum Content and Technology Administrator
New-York Historical Society
170 Central Park West
New York, New York 10024
[log in to unmask]
212-873-3400 x338

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
>
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