The pre-existing bulk organization combination capability function is smarter, faster, and safer than ever before. Administrators kick off a combination "project" and CyberGrants then compares all of your records to organize potential duplicates into "sets" based on similar names, addresses, eligibility details, and contact information. We also score each of the entities within the set to make a recommendation of which one to keep based on its completeness and the amount of activity it has against it. If you have certain organizations that should never be combined together you can also set their "protected flag" - a new standard organization field - to prevent them from ever being deleted.
In this area you will be able to combine one or more duplicate "secondary" organizations into a single "primary" record. This process will look for similarities between your organization records and then make suggestions on what should be considered for consolidation. We will use the selections you make to consolidate the records so that your organizations are ultimately easier to manage.
Searching for similar organization and providing combination suggestions can take up to 24 hours to compute and the combination of secondary organizations into the primary can take multiple days to complete if you are consolidating a particularly large number of records.
Records are organized for potential combination into sets. The black bars represent the primary organization to be kept and the items underneath are the secondary records that can be combined into their parent. The numbers next to each secondary organization represent their "similarity score" - i.e. a measure of how alike they are to their parent. Checking the boxes next to the secondary records automatically flags them for combination. Work through the results to flag those that you are ready to combine and then once you're finished click the "Finish Project" button to initiate your combinations.
Payee Deactivation - Update
All active payees from a prior/source organization will be deactivated and not transferred over to the new organization. Previously all active payees were copied over as active.
Attachments Remain on Orignal Organizaion Record
All of the files - including all of the other responses - are saved in the archive record for the original organization records. You can use the option in the toolbox for the keeper org to access the prior responses. See Organization Combination History Article for more information.
