Tag Archives: Merge

An upgrade to The Mergician

I am really pleased to announce an update to The Mergician that will help all UK users of The Mergician.

Previously whenever you have merged two constituents with Gift Aid Declarations the value of in the source field on the GAD has not been transferred across to the merged record.

We now do this automatically for you whenever you select to merge Gift Aid Declarations. We know how much of a pain this has been in the past where you have had to do this manually.

The Mergician is not just a global merging tool. It cleans up after the merge too where The Raiser’s Edge merge tool leaves unfinished business. The addition of the source code field being copied over adds to the feature set of The Mergician that we hope you all appreciate. Of course if you have any suggestions of improvements then we would be happy to hear them.

The upgrade to version 1.8 is available after logging into your ZeidZone account on zeidman.info for all those organisations on a maintenance plan.

Globally Merge Constituents using The Mergician

If you did not get Zeidman Development’s newsletter (you can sign up here) then you would not have heard about our latest plug-in – The Mergician.  The Mergician allows you to merge constituent records en masse. Currently The Raiser’s Edge allows you to merge two records together. Built off of the same functionality, The Mergician allows you to merge all your duplicates in one process. Continue reading Globally Merge Constituents using The Mergician