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 --
Work Title - select which to keep
Legal First Name - select which to keep
Recognition Name -- select which to keep
Pronouns - select which to keep
Steward - select which to keep
Engagement Strategy - select which to keep
Anonymous Settings - select which to keep
Inactive Setting - select which to keep
Email Type - copied over if the email address is added
Custom Field Responses - select which to keep
Social Security Number - select which to keep
Default Payment Type - select which to keep
Legacy ID - select which to keep
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Mary Ellen Cenzalli commented
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.
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Sara Goetz commented
I would love to see Stripe ID added to profile merge fields as well.
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Samantha Wakeland commented
Incredibly important for our work!
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Gary Garcia commented
Very important. Profile merges should include all fields.
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Julie Diaz commented
profile merges should include all fields