Merge Driver

Created by Joel Bissonnette, Modified on Wed, 29 Oct, 2025 at 2:02 PM by Joel Bissonnette

RedArrow Merge Driver

  • Personnel > Personnel
  • Click Filter Icon in top right
  • Click Company and click on company and click arrows to move to right and click Save/Close
  • Click uDonor Status and click Active then Save/Close then click Go in bottom right
  • Click on ID for client who needs to be merged
  • Hover over Personnel & Events
  • Change Search By to Donor ID (it will filter much better) and enter ID and click search
  • Click on ID
  • Click Merge

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