Merging Constituent Records
Yes, you can merge two constituent records together on the constituent grid. On the grid, checkmark the two records you want to combine on the merge column....
Tue, Mar 23, 2021 at 10:01 AM
The following information can be transferred in a merge, email addresses, addresses, phone numbers, gifts, documents, interactions, relationships and events...
Thu, Jan 28, 2016 at 8:31 AM
There are several ways to manage spouses within DonorView but depending on your needs you may require that spouses have their own separate constituent recor...
Thu, Feb 10, 2022 at 3:52 PM