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will MergeOmatic merge membership history?



Just wondering if MergeOmatic will merge two records' membership history into one? since current RE won't merge membership histories and leave two memberships on one record after merging records.



Jackie Li


1 Comment

Hi Jackie,

Currently MergeOmatic merges much of the data the same way that the Raiser's Edge merge process merges the data. Memberships behave the same way - two different memberships will end up on the surviving record. We did add functionality for smarter merging with some data, such as constituent codes. I will file a suggestion to investigate smart merging for memberships.

Thank you,
Omatic Software
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