Summary: This guide explains how to merge duplicate profiles in Tithely People to ensure that donor transaction histories and giving totals are accurately consolidated on their tax statements.
Before You Begin
- Permanent Action: Merging duplicate profiles is a permanent action and cannot be undone. It is critical to review and confirm the duplicates thoroughly before merging.
- System Update Time: After merging records, you must wait 24 hours before generating or regenerating tax statements to ensure the system has fully updated and consolidated the data.
- Scope of Merge: Merging in Tithely People does not merge donor profiles within Tithely Giving 1.0. This action only merges contacts within the Tithely People platform.
Step-by-Step Instructions
- Log in to your Tithely account.
- Select People from the left-hand menu. Note: While there is a merge shortcut in the Tax Statements section, it is currently recommended to merge directly from the People area due to an ongoing investigation into a shortcut bug.
- Click the Merge Duplicates icon (stack icon) at the top right of the People page.
- Review the list of potential duplicate contacts, which are identified based on similarities in names and contact details.
- Select a person from the list to display the available merging options.
- Select the bubble next to the profile you want to designate as the primary contact. The primary contact takes precedence if the profiles have conflicting data.
- Click the Merge Duplicates button. The system will combine the two profiles into one, consolidating their transaction histories and details.
- Wait 24 hours before regenerating any affected tax statements.
Troubleshooting & FAQs
- What if a donor already received an incorrect tax statement due to a duplicate profile? Reach out to the donor proactively to explain the discrepancy caused by the duplicate records. Merge the profiles, wait the required 24-hour period for the system to sync, and then regenerate and send them the updated, correct statement.
- Why can't I use the Merge option directly from the Tax Statements page? There is currently a known issue with the merge tool shortcut inside the Tax Statements area. Until it is resolved, please navigate directly to the Tithely People menu to perform all profile merges.