[goober11400]

I was doing a data check on some of my big donors the other day and noticed that 3 donor records had been merged on the Patron Edge side. When I checked the constituent records in RE some data was missing, ie Addressee/Salutation, blank address added as prefered address, and a constituent solicitor changed to inactive status. Different info changed or missing for each constituent. Has anyone else in an integrated environment come across a similiar problem?

What I think may be happening is that new PE accounts are created through PEO and the PE users are merging the old accounts into the new ones. So fields are being merged on the PE side that don't exist on the RE side so when the two systems sync some information is lost, although it doesn't explain the inconsistancy with the lost information.

[Janet Fryberger]

We only merge records using the RE Merge function, never the PE Merge Wizard (our BB consultant suggested only using one or the other).
All records generated in PE come in to RE with no Salutation/Addressee selected. We have to manually (globally when possible) do that. In RE, if we merge from a PE generated record into an RE one, the salutation/addressee info is gone and has to be added (if it wasn't added before).
We are also finding that many records in PE don't have the Mailing Address checkbox checked if the record originated in RE (even though it is marked as such in RE). This is a problem when pulling Zip analysis or mailing queries in PE. So we only do those in RE.
I could go on...