Even the most carefully run accounts occasionally feature duplicate donor records. This problem needs fixing to ensure the record for a particular donor is accurate and complete.
The usual remedy is to merge the two records, but before doing this, ensure no donation records are duplicated between the two donor records. If duplicate donations are present, delete any that have not been claimed yet, or adjust a future claim if the same donations have been claimed twice.
Merging two donors is a simple process on Fund Filer:
1. Start from the donor record you wish to delete
Select ‘Merge donor’ from the panel top right on the summary page for the donor to be deleted (figure 1). This will take you to a new ‘Merge record’ screen (figure 2).
2. Confirm target donor record
Towards the foot of the ‘Merge record’ screen, Fund Filer will offer the best matches to the donor you’ve selected for deletion. View these and confirm the donor record to be kept (figure 2).
3. Complete the merge
On confirming the target donor, a final screen will appear showing any donation records due to be transferred from the duplicate, along with summary information on the target donor (figure 3).
Select the red ‘Merge' button to complete the exercise.
Fund Filer will invite reconfirmation of the merge and offer to present the newly merged single donor record. Select ‘yes’ to view this.