Maintaining accurate financial records is crucial, especially when generating tax statements for donors. Duplicate records can lead to discrepancies in transaction records and giving totals, causing confusion and inaccuracies in tax statements. This guide will walk you through the process of accessing and using the merge feature in Tithely, whether you're working within the Tax Statements section or directly in Tithely People.
❗ Important: Merging is a permanent action and cannot be undone. It’s critical to review and confirm the duplicates thoroughly before merging.
How to Access the Merge Feature:
Steps to Merge Duplicates:
Review Potential Duplicates:
On the Merge Duplicates page, you'll see a list of duplicate contacts. These are identified based on similarities in names, contact details, or other relevant information.
- Click the Merge Duplicates button to merge the duplicate profiles. The system will then combine the two profiles into one, consolidating their transaction histories and other details.
Post-Merge Actions for Tax Statements
Regenerating Tax Statements
Informing Donors About Corrected Statements
❗ Important Note: Merging People does not merge donor profiles within Tithely Giving 1.0. This is only for contacts within our People platform.