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, 23 Mar, 2021 at 10:01 AM
The following information can be transferred in a merge, email addresses, addresses, phone numbers, gifts, documents, interactions, relationships and even...
Tue, 23 Mar, 2021 at 9:59 AM