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Multiple Donors

 

In rare cases, a Contact may have more than one Donor record. This situation may result from users who create a new Donor record with the New action from the Donors page and assign the new Donor to a Contact that already has one. It may also happen when someone edits a Donor record and changes the Contact it's assigned to and selects a new Contact that already has a Donor record. 

To avoid this situation in the future, users should be trained to use the Add/Edit Family Tool or Batch Manager Tool to create a new Donor record.

Merging Duplicate Donor records 

A nightly data quality routine looks for this scenario. When one is found, the Contact record is duplicated, the additional Donor record associated with the new record is created, and a "Duplicate of" relationship is added to tie both records together. You can then use the Combine Contacts tool to merge the duplicates. Once completed, all Donations and Pledges are transferred to the remaining Donor record.