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'Merge profile should not lose Steward or Engagement Strategy from the older profile' has been merged into this idea

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Profile Merge should include all fields

Coming from Raisers Edge where we had comprehensive options to include / exclude what was merged from the source profile to the target profile, we are finding some gaps for what is included with a profile merge in CSuite. We are finding data that does not come over to the target profile from the source profile which requires additional manual entries to restore all information back to the merged profile.

Below are the fields that are not being considered in the profile merge based on testing in our Sandbox as of this date (5/23/2023).

Please include --

  1. Work Title - select which to keep

  2. Legal First Name - select which to keep

  3. Recognition Name -- select which to keep

  4. Pronouns - select which to keep

  5. Steward - select which to keep

  6. Engagement Strategy - select which to keep

  7. Anonymous Settings - select which to keep

  8. Inactive Setting - select which to keep

  9. Email Type - copied over if the email address is added

  10. Custom Field Responses - select which to keep

  11. Social Security Number - select which to keep

  12. Default Payment Type - select which to keep

  13. Legacy ID - select which to keep

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Michelle Schneider shared this idea  ·   ·  Report…  ·  Admin →
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  • Mary Ellen Cenzalli commented  ·   ·  Report

    I agree!! Our biggest conversion issue was our use of attributes with descriptions and comments. There is nowhere for this extra data except notes, which is only filtered in one field.

  • Sara Goetz commented  ·   ·  Report

    I would love to see Stripe ID added to profile merge fields as well.

  • Gary Garcia commented  ·   ·  Report

    Very important. Profile merges should include all fields.

  • Shari Yano commented  ·   ·  Report

    I had 2 households that I was merging together. The old profile had a Steward and Engagement Strategy on the profile. The newer profile did not. When I merged the older profile into the newer profile, the Steward and Engagement Strategy was lost.

    I believe this is a bug and should be fixed. We should never lose any information from the old profile unless it was intentionally selected in the fields to keep when merging. The Steward and Engagement Strategy fields are not listed when merging profiles so there is no way to choose to keep the info.