duplicate organization
It would be great if there was a way to easily identify organizations you do not want to merge, when using the duplicate search. For example, we have several larger organizations that have records with the same EIN but a different organization name, because it is a different department or division of the entity. When you do a duplicate search now, all duplicates show up in the list (when not using the filters). Could there be a way to mark certain organizations so they are not listed with all the others? Maybe they could be in a different section of the list.
5
votes
Marla Rust
shared this idea
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S.Ledford
commented
My organization's work around solution to this is to enter a note, to that effect, in the organization's description. This will help when you pull it up and try to merge it.