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Organization Merge History

A merge history should be included in case an error is made or in case an organization changes its name. Information should include the date of the merge, the names of the organizations merged, and the name of the user who did the merge.

Thanks,

Mary

posted April 25, 2013 by Mary Nicosia, GMA Foundations

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  • Cheryl Lee commented  ·   ·  Report

    I'm struggling with how to handle something along these lines right now. I have an organization that applied with a fiscal sponsor and, in the interim, has received their own 501c3. We approved their grant and issued the grant check which they asked us to reissue under their name, not the fiscal sponsor. Well, that's great but how to handle all of this in the system? Merging loses all the fiscal sponsor information for the years and years of grants we've given them. Creating a new account prevents the applicant from using her regular email address as well as leaves the problem of how to get the current grant moved from the fiscal sponsor organization record to the new organization. Do (can) we delete the grant from the fiscal sponsor organization and manually enter it under the new organization? Do we merge the two and lose the fiscal sponsorship information for the many previous grants? I don't know what the best way to handle this is. I know I would love to simply have the applicant be able to create an account using her own email address, transfer the grant from the fiscal sponsor record to the new organization, and somehow link the two organizations so everyone can see all the transactions, old and new.

  • Dana Jeffery commented  ·   ·  Report

    I just experienced an issue with a merge, and wanted to see the details of when the merge occurred, by whom, and the organization's original address details, alas we cannot see that.

    This would be something we could use, but it may not be used often. Not sure if it could be set up like the Status Change Log- but within the Organization Summary?

  • Chris Dahl commented  ·   ·  Report

    Hi Mary and Stephanie,

    Thanks for the suggestion. When we implemented organization merge, it was something we considered. However, there are a lot of things being moved from the non-primary organization(s) to the primary one, and the general consensus was that there was limited value in spending more time trying to develop a log of the merge.

    As we get more input and people get more experience with doing merges, it's something we may revisit.

    Thanks,

    -chris

    posted April 30, 2013 by Chris Dahl , Foundant Technologies

  • Ideas commented  ·   ·  Report

    Agreed - I did this with a few of our organizations due to name change and I don't think there is a good record of what I did. THanks for posting

    posted April 25, 2013 by Stephanie Harley, Community Health Endowment