iMerge release notes
| Version | Date | Notes |
|---|---|---|
| 4.6.0 | 12 Mar 2025 | Fix an issue where interactions were not merging to the new record.(CW 149599) |
| 4.5.1 | 7/3/2023 | Support for EMS on Prem |
| 4.4.20 | 5/10/2022 | Modify logic to allow for spaces before and after IDs (CW 117539) |
| 4.4.19 | 24 Nov 2021 | Fix issue running Pre-Merge stored procedure before validation checks (CW 111745) |
| 4.4.17 | 3/26/2021 | - Improve error message when ContactMain record not found (CW 102803-104095) - Internal Core library updates. - Improve security in error reporting. - Fix merging contact marked for deletion not exiting on cancel. |
| 4.4.12 | 11/6/2019 | International license update |
| 4.4.11 | 8/15/2019 | - Added menu item 'User Guide' that opens a browser tab to docs.csiinc.com/apps/imerge - Removed install of .pdf user guide. Replaced with .url document linking to docs.csiinc.com/apps/imerge |
| 4.4.10 | 7/11/2019 | Refactor csi\_sp\_iMerge\_UpdateCommunications procedure. Allow update on Name\_Security\_Groups when merging two different groups (CW 86267) |
| 4.4.9 | 6/3/2019 | Fixed issue merging name with single quote at the end of first name (CW 85847) |
| 4.4.8 | 5/9/2019 | Fixed issue with various time zones (CW 85251) |
| 4.4.7 | 4/25/2019 | Fixed collation issue (CW 85066) |
| 4.4.6 | 3/1/2019 | Fixed issue where adding a stored procedure used id’s 100 and 101 (CW 83823) |
| 4.4.5 | 12/27/2018 | Fixed an issue with invoice table data corruption preventing merges (CW 79810) |
| 4.4.4 | 11/7/2018 | Added merging user interactions/communications (CW 78855) |
| 4.4.2 | 10/29/2018 | Prevent merging MANAGER, ADMINISTRATOR, and GUEST accounts (CW 78627) |
| 4.4.1 | 10/22/2018 | Enhance duplicate finder with shortcut keys on main interface and on handling selection on non-duplicates listing (CW 78288) |
| 4.4.0 | 10/18/2018 | Refresh user interfaces and core library version (CW 78328) |
| 4.3.61 | 06/21/2018 | Fix collation error when using duplicate finder (CW 76241) |
| 4.3.60 | 03/14/2018 | Added functionality for finding and deleting duplicate Org Admins in the Relationship table. (CW 73877) |
| 4.3.52 | 2/28/2018 | Remove merge updates on tables: DonationReport, GiftReport, and PledgeReport. (CW 73834) |
| 4.3.51 | 2/15/2018 | Updated stored procedure to account for different server and database collations. (CW 73676) |
| 4.3.50 | 1/10/2018 | Updated licensing in CSI.Core. (CW 72484) |
| 4.3.49 | 11/10/2017 | Added warning for bad iMIS IDs and specify which IDs are bad in batch merges. (CW 71436) |
| 4.3.47 | 7/17/2017 | Change .NET framework requirements to 3.5 and 4.0 Full (CW 69092) |
| 4.3.46 | 4/25/2017 | Added check for RiSE certifications table updates. (CW 67191) |
| 4.3.45 | 4/18/2017 | Updated stored procedure checks to account for older all lower case parameter names. (CW 67097) |
| 4.3.40 | 3/24/2017 | Added RiSE certifications merging. (CW65857) |
| 4.3.38 | 2/9/2016 | SA password will only be asked for if stored procedures need creating/updating or iMerge tables need creating/updating. (CW65202) |
| 4.3.35 | 12/30/2016 | Unchanged data will not be written to change log (CW65202) |
| 4.3.34 | 12/20/2016 | Updated merge validations. (CW61991) |
| 4.3.33 | 12/5/2016 | Add "Save As" functionality to modify default duplicate search query without overwriting. (CW 64636) |
| 4.3.22 | 12/1/2016 | Remove GiftHistorySummary table from merge. (CW 64480) |
| 4.3.21 | 11/22/2016 | Fix warning message suppression not resetting in batch mode (CW 61991) |
| 4.3.2 | 11/22/2016 | - Added support for alpha character IDs in company merge SQL. (CW 64183) - Added batch file functionality to company merge validation. (CW 61991) |
| 4.3.1 | 11/16/2016 | Updated merge validation for companies (CW 61991) |
| 4.3.0 | 11/9/2016 | Added merging for non-member, non-company records (CW 61991) |
| 4.2.9 | 10/26/2016 | Removed picture merging (CW 63766) |
| 4.2.8 | 10/17/2016 | - Add warnings for Member-to-Company and Company-to-Member merges, as well as block merging a company with rostered members. (CW 63750) - Block merging of Known Non-Duplicate IDs (CW 63288) |
| 4.2.7 | 10/4/2016 | Add picture merging from Duplicate ID to Merge to ID (CW 63766) |
| 4.2.6 | 9/6/2016 | Update sample stored procedures examples. (CW 63229) |
| 4.2.5 | 7/11/2016 | - Update change log entries to match iMIS log text formatting (CW 61987) - Prevent merging of parent company to its child record (CW 61991) |
| 4.2.4 | 6/16/2016 | - Enhance support for DPI scaling (CW 61773) - Add support for additional fields to be merged, such as Order\_Meet.REGISTERED\_BY\_ID (CW 61790) |
| 4.2.2 | 4/11/2016 | Fix issue with license prompt. (CW 59148) |
| 4.2.1 | 3/30/2016 | Fix deployment issues with merge account script (CW 59579) |
| 4.2.0 | 2/29/2016 | Add program version validation on startup (CW 57579) |
| 4.1.45 | 12/9/2015 | Correct expiration date issue on temporary license (CW 52325) |
| 4.1.44 | 12/8/2015 | - Added application tracing (CW 49624) - Update icons in windows forms (CW 52391) |
| 4.1.43 | 7/27/2015 | - Improve merging of Trans records due to triggers (CW 47426) - Added csi\_sp\_iMerge\_UpdateTrans |
| 4.1.41 | 7/16/2015 | Enhancements to login control and iMIS URL handling. (CW 48242) |
| 4.1.40 | 7/6/2015 | Fix bug with Login control not accepting valid URL (CW 48242) |
| 4.1.38 | 6/15/2015 | Increase SQL command timeout when merging fund raising data (CW 47892) |
| 4.1.37 | 6/5/2015 | Add support for new field AutoPayInstruction.CustomerId (CW 47915) |
| 4.1.36 | 5/15/2015 | - Support 15.1 and up - Correct doubled gift amounts in history reports (CW 47426) |
| 4.1.34 | 5/15/2015 | - Fix rollback custom stored procedures calls at beginning of merge (CW 46733) - Final version supporting 10.6 |
| 4.1.32 | 4/8/2015 | Enhancements for Licensing, Login and About dialog windows (CW 46314) |
| 4.1.31 | 3/31/2015 | Fix issue with company flow down having too many rules and child records (CW 46371) |
| 4.1.30 | 2/26/2015 | - Add validation for missing ID field and multi-instance tables on formula fields (CW 44950) - Add support for FormResponse new table starting in iMIS version 20+ (CW 42460) - Update information message on finding duplicated event registration (CW 45548) - Update validation error messaging for input fields (CW 44950) - Write to Name\_Log before "End of merge Stored Procedure" (CW 43974) |
| 4.1.26 | 1/6/2015 | Allow selected tree node to remain visible and highlighted (CW 41904) |
| 4.1.25 | 12/11/2014 | - Fix issue of overwriting data to TARGET\_ID when merging records with child relationships (CW 43249) - Fix issue for custom flowdown fields of FLOAT type being interpreted as dates (CW 43734) |
| 4.1.24 | 10/22/2014 | - Fix script csi\_sp\_MergeWebAccount to keep web account with highest login date (CW 42950) - Minor fixes for installer program |
| 4.1.22 | 9/17/2014 | - Fix field truncation issue on Orders table (CW 41366) - Fix apostrophe issue in fields (CW 41366) |
| 4.1.21 | 9/9/2014 | Fix empty error message being displayed (CW 41970) |
| 4.1.20 | 9/5/2014 | Fix stored procedure error handling bug (CW 41970) |
| 4.1.19 | 8/26/2014 | - Added iMerge Information strip on the bottom of the window (CW 40744) - Changed colors of informational text on the bottom from red to blue to reduce confusion about errors. (CW 41371) - Simplified Informational text to now fit within the window width. (CW 41371) |
| 4.1.18 | 7/17/2014 | - Fix issue with MergeTo and Duplicate in reversed order in the duplicate finder window (CW 40511). - Fix issues when manually selecting multiple certificates during merge (CW 40267) - Fixed formatting for addresses in about windows (CW 40448) - Added Product Support section under help tab (CW 40448) - Updated wording in messages and tab menu items for clarity throughout (CW 40448) - Renamed duplicate table from csi\_iDupeFinder to csi\_iMerge\_DuplicateFinder for clarity (CW 40448) - Removed 'Delete Duplicate ID (not recommended)' tab menu item (CW 40448) - Moved 'Send To iMerge' from tab menu item to a button in Batch List window(CW 40448) - Widened Custom Fields Merge window to allow full table names to show in dropdown list (CW 40448) |
| 4.1.17 | 6/16/2014 | Fix issues with casting Name.ID as numeric value in internal default sorting setting (CW 40340) |
| 4.1.16 | 6/9/2014 | Fix SQL error when merging certain certification records (CW 39169) |
| 4.1.15 | 5/1/2014 | Fix issues with merging multiple instances of same CEU programs (CW 39169) |
| 4.1.14 | 4/16/2014 | Fix missing merge actions for soft credits (CW 39268) |
| 4.1.13 | 4/15/2014 | Duplicate Finder released |
| 4.1.0.2 | 3/24/2014 | - Add minor fix in retrieving database name information (CW 38700) - Add warning message when opening Edit Custom Merge Fields option window (CW 38848) |
| 4.1.0 | 2/25/2014 | - Added a changelog entry when merging and not deleting the source ID on the source record, e.g. "Merged into XXXX". (CW 37756) - Added an option when performing a batch merge to suppress all messages until the end of the merge. (CW 38125) - Added a warning when calling a stored procedure at the end of the merge when "Delete Duplicate ID" is on, and the "{Duplicate ID}" token is used. (CW 32012) |
| 4.0.37 | 11/13/2013 | Fix to installation script (CW 35022) |
| 4.0.36 | 11/3/2013 | Fix errors in Address FlowDown (CW 35022) |
| 4.0.35 | 10/15/2013 | Fix errors in FlowDown when client date format differs from English(United States) (CW 35022) |
| 4.0.34 | 9/25/2013 | Fix contact search by name containing apostrophes (CW 34729) |
| 4.0.33 | 8/9/2013 | Fix the Issue of login control Web Server Url (remove "/cs" or "/cs2") for iMIS 20 |
| 4.0.30 | 8/2/2013 | Fix the Issue of Order\_Number type mismatch. (CW 34210) |
| 4.0.29 | 8/1/2013 | Fix the Timeout issue when running Begin-Merge stored procedure. (CW 33790) |
| 4.0.25 | 7/16/2013 | - Integrate the Login Control that supports iMIS 20 - Use Sql Wrapper for database access, the Sql Wrapper is responsible for Sql error reporting - Use NLog to report non-sql errors - Include adodb.dll as an execution component |
| 4.0.15 | 6/11/2013 | - Fix the error when attempting to set up a stored procedure to execute during merge stages. (CW 33135)) - Create stored procedure csi\_sp\_MergeWebAccount on first time execution. (CW 32102) |
| 4.0.14 | 6/3/2013 | Implement Error Reporting |
| 4.0.13 | 5/22/2013 | - Rewrite the SQL statement to remove parameters for plain SQL test - Detect the DB server version, no longer support SQL Server 2000 and prior versions |
| 4.0.11 | 5/2/2013 | - Fix the exception when performing flow down but there is no table field to flow down - When prompted for a license key but the user enters an invalid one, allow the user to try again, or exit and contact CSI for a valid one |
| 4.0.10 | 4/17/2013 | Update code to fix issue when list of flowdown field has spaces |
| 4.0.9 | 4/11/2013 | Fix additional installer issues with older versions |
| 4.0.8 | 4/9/2013 | - Fix installer issue with older versions - Update requirements |
| 4.0.7 | 4/4/2013 | - Fix issue with flowdown that occurs with dates or nulls. (CW 31711) - Update installer to include .NET 4.0 instead of 3.5 |
| 4.0.6 | 3/18/2013 | - Rewritten as a Windows Form Application targeting .Net Framework 4.0 using C#. - Allow multiple stored procedures to be run at 3 different stages of merging: Before Pre-Merge Checks, At Beginning of Merge, At End of Merge - Remove the restrictions on the valid stored procedures, the stored procedures can return an error message for additional information |
| 3.4.4 | 12/11/2012 | - Fixed issue with license key when license key was generated with date and region used DD/MM/YYYY format. - Fix support for Event tables in iMIS 15. (CW 29908) - Fix calling empty stored procedure. (CW 29918) |
| 3.4.3 | 11/2/2012 | - Correct warning message "Could not load information tables." - Allow merging of multi-instance user-defined tables. (CW 28357) - Update login control. (CW 28358) - Reduce pop-up windows in batch mode. (CW 28359) - Update warning message when selecting user-defined table in custom merge fields option. (CW 28360) - Update error message texts. (CW 26004) - Add new merge support for EventRegistrationAnswer table. (CW 28361) |
| 3.4.2 | 6/1/2012 | Fix installer corrupting ASIUtil.DLL file. (CW 19300) |
| 3.4.1 | - Fix Name.LAST\_UPDATED not updating correctly (CW 18947) - Fix change log display duplicated entries. (CW 18897) - Fix issues with blank lines in merge.txt file. (CW 18935) | |
| 3.4.0 | - Fixed issue with ASIUtil and Logins not working with the latest release of iMIS - Fixed issue with Trans\_SoftCredit.SOFT\_CREDIT\_ID not updating properly | |
| 3.3.0 | New installer | |
| 3.2.1 | - Adds support to select a file for a merge instead of using the command line - Command line is now case insensitive - New login control was added - New installer | |
| 3.1.4 | Adds iMIS 15 support | |
| 3.1.2 | - Fixed problem with UNILOGIN (Model 3) databases that occurred when multiple unilogin databases are installed on one server with different master passwords - Case sensitive database support | |
| 3.1.1 | - Added code to flowdown address line 3 for 10.6 - 10.6 Additional Tables have been added, and increased field size for fields in 10.6 - Added support to flowdown open meeting registration changes if "Flowdown" is turned on in iMerge, and update open meeting addresses is checked in iMIS - Added code to allow users to choose to mark a duplicate for deletion, delete it, or leave it alone after the merge - Added the ability to merge eCommunity posts - Added code to allow users to choose to call a stored procedure at the beginning or end of a merge - Additional checking is performed to prevent the addition of user defined tables created in iMIS. iMerge automatically merges those tables - Added the table csi\_MergedRecords, any merges are now automatically recorded there as well as the name log - Fixed bug preventing logins when using SQL Server 2005 | |
| 3.0.0 | - No longer allows merge if both records have the same certification program, and are both completed. Otherwise, it takes the completed program over the incomplete one. - Changed Address Flowdown so it works exactly like iMIS - Added code to update the name record's address information when preferred mail was changed - Changed how iMerge handles waiting for user input. No longer uses 100% CPU while waiting - Changed format of Name\_Log entries to better match iMIS - Added EULA to installer | |
| 2.7.0 | - Fixed error preventing some users from using "Delete Name Record" option - Added code to check for child records getting placed on non-company records - Added Ctrl-L in ID textboxes to bring up search window - Fixed bug that caused subscript error in the Additional Merge Fields window. - Fixed UNILOGIN and PARALLEL Login modes | |
| 2.6.1 | Fixed bug when two companies were merged, occasionally, the internally generated FULL\_ADDRESS\_TEST would try to Flowdown resulting in an error | |
| 2.6.0 | - Added the iMIS 10 look to all the windows in the program - Added support to call a user defined stored procedure at the completion of each merge - Almost complete overhaul of user's manual and installation guide | |
| 2.5.2 | - Moved the license key to the database so it only has to be entered once per site - Added support for logins using the Username!sa iMIS syntax - Changed installer so that it does not need to be uninstalled when an update is released | |
| 2.5.0 | - Basket Tables are no longer included in the merge - Added new license key - Help now brings up a readme file | |
| 2.4.0 | - Added flowdown for Addresses and Additional User Defined Fields - Added the ability to perform another IMERGE once you are done with the first - Changed error message when you enter the wrong password or username | |
| 2.3.0 | - CO\_ID and BT\_ID in the name table are now changed from the Duplicate ID to the Merge to ID - The CO\_MEMBER\_TYPE data field is updated in both the Name and Orders table - The version does not do Company name and address flowdown. | |
| 2.1.2 | - Timeout values for activity merge queries were increased from 30 seconds to 2 minutes. - The MEMBER\_TYPE data field in the Activity and Orders tables is not modified when merging data records. - The CO\_MEMBER\_TYPE data field in the Orders table is not modified when merging data records. |
Updated about 1 month ago
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