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Multiple Donors

In rare cases, a Contact may have more than one Donor record. This can occur when Users use the New button on the Donors page to create a new Donor record and assign that new Donor to a Contact that already has one. It may also happen when someone edits a Donor record, changes the assigned Contact, and selects a new Contact that already has a Donor record.

To avoid this situation, train your Users to use the Add/Edit Family Tool or Batch Manager Tool to create a new Donor record.

Merge Duplicate Donor Records

A nightly data quality routine searches for this scenario. When it finds one, it duplicates the Contact record, creates the additional Donor record associated with the new record, and adds a "Duplicate of" relationship to tie both records together. You can then use the Combine Contacts tool to merge the duplicates.

Once completed, all Donations and Pledges transfer to the remaining Donor record.