The Donor Profile Merge utility, when used consistently, will help you eliminate data errors (e.g., donations attributed to the wrong record) and keep all your donor records synced and up-to-date (e.g., avoiding duplicate donor records for the same person).
Important! If you have not already done so, you must set up a general alert so that you (and others on your development team) may be alerted whenever BigSIS detects that a donation has been made by a person, with an existing record in the system, who may have accidentally created a new donor and person record for themselves when they made their donation. To set up this alert, go to System > Settings > Alerts (if you do not have access to this tool, you may need to contact the super admin at your school). Add a new alert and select "Donation with Matching Donor Profile Submitted" in the Alert On field. Complete the rest of the alert settings. If you have already completed these steps, proceed to the next step to continue with the Donor Profile Merge utility.
Using the Donor Profile Merge Utility
- Go to Donations > Other Donation Tools > Donor Profile Merge Utility
- If you need further assistance with this tool, click the Instructions and Help button at the top.