Merge Donors

The Merge option is used when two or more donor records belong to the same person and need to be combined into a single record.

Donors are considered the same if their phone numbers (regardless of label) are identical.

How merging works:

1. Click Merge to open the merge card.

2. Search for and select a donor.

3. The screen will display:

• One Primary Card (the main donor record)

• One or more Sub-cards (donor records to be merged into the primary card)

If you want a sub-card to become the primary card, click Swap.

• The cards switch roles immediately.

• This action is fully reversible—click Swap again to switch back.

1. Each card displays the donor's account number, name, and full details for review.

2. Click Merge on the desired sub-card.

When you click Merge on a sub-card, ALL its information is added to the primary card (including tags, advanced fields, locations etc.). You can merge multiple sub-cards into the same primary card.

NOTE: Each phone label can be used only once on a donor card. When donors are merged and both the primary and sub donor cards use the same phone label, the label remains on the primary donor card. The phone number from the sub-card is assigned a new label called MISC. This MISC label is created automatically during the merge and can be updated later by editing the primary donor card.

The primary card displays a number indicator showing how many donor cards are currently selected for merging (for example, “1X” shows that 1 sub-card is selected for merging).

1. Complete the merge. Once everything looks correct, click Process.

If a sub-card was merged by mistake:

• Click the number indicator on the primary card.

• All merged sub-cards will be separated again, and the primary card will revert to its original state.